Financial early participation in Tesla through China's automotive data security compliance requirements! Ask the world M7 high-speed rear-end collision and fire! Bosch response; Zhou Hongyi Maybach 9.9 million to shoot
DATE:  Apr 28 2024

NO.1 Li Qiang Meets with CEO of Tesla Company

Premier Li Qiang met with Tesla CEO Musk in Beijing on the 28th. Li Qiang said that the development of Tesla in China can be regarded as a successful example of Sino-US economic and trade cooperation. Facts show that equal cooperation and mutual benefit are the most in line with the fundamental interests of the two countries. It is hoped that the United States and China will move in more direction and follow the strategic guidance of the two heads of state to promote the sustained and stable development of Sino-US relations. China's mega-market will always be open to foreign companies. China will continue to work hard to expand market access and strengthen service guarantees to provide foreign-funded enterprises with a better business environment and stronger comprehensive support, so that enterprises from all over the world can invest in China with peace of mind. Musk said that Tesla Shanghai super factory is Tesla the best performing factory, thanks to the hard work and wisdom of the Chinese team. Tesla is willing to further deepen cooperation with China and achieve more win-win results.

Li Qiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, conducted a survey at the 2024 Beijing International Automobile Exhibition on April 28. He stressed that it is necessary to thoroughly implement the spirit of General Secretary Xi Jinping's important instructions on promoting the high-quality development of the automobile industry, vigorously develop intelligent network connection new energy automobile, persist in leading industrial innovation with scientific and technological innovation, deepen and expand open cooperation, and promote the high-end, intelligent and green upgrading of the automobile industry.

NO.2 Chinese astronauts complete in-orbit handover

according to CCTV news, on April 28, the Shen17 and Shen18 crew held a handover ceremony to hand over the keys to the Chinese space station. Up to now, the Shenzhou 17 astronaut crew has completed all the scheduled tasks and is about to return to the Dongfeng landing site on the Shenzhou 17 manned spacecraft. The landing site and the test systems are making preparations to welcome the astronauts home.

NO.3 Central Cyberspace Administration of China deploys special operations

in order to focus on the problem of illegal information chain, which is strongly reflected by the people, the central network information office has recently issued a special notice, has deployed a two-month special action of "clearing and cracking down on illegal information chain" nationwide.

NO.4 Four departments: promoting equipment renewal and consumer goods trade-in

According to the official website of the People's Bank of China, in order to implement the decisions and deployments of the Party Central Committee and the State Council, and implement the requirements of the Action Plan for Promoting Large-scale Equipment Renewal and Consumer Goods Trade-in, on April 26, the People's Bank of China, the National Development and Reform Commission, the Ministry of Finance, The General Administration of Financial Supervision jointly held a large-scale equipment renewal and consumer goods trade-in financial work promotion meeting. The meeting requested that all financial institutions should enhance their sense of responsibility, strengthen overall coordination, and ensure that policies are implemented in detail. It is necessary to establish an in-line working mechanism as soon as possible, refine the actual objectives and tasks, improve supporting systems and measures, and optimize the business process. It is necessary to strengthen communication with industry authorities, identify work priorities, speed up project docking, and actively meet financing needs in key areas. It is necessary to continuously improve comprehensive financial services and promote financial support for large-scale equipment renewal and consumer goods trade-in to achieve practical results.

NO.5 securities dealers employee family members stock account control tightened

recently, a securities firm in eastern China issued a notice saying that before the end of June this year, the spouses, parents and other interested parties of other employees of the company need to cancel or transfer their stock accounts to the company's business department, and are not allowed to have stock accounts with external securities firms. It is understood that previously, requiring employees to declare information about their families' securities accounts was a regular operation in the brokerage industry. However, many brokerages in the industry do not have a mandatory requirement that employees must transfer their families' accounts to the company's business department. In recent years, there are not a few securities practitioners who have been punished for using relatives' accounts to speculate in stocks. At present, some securities firms strictly control or foreshadow the stock accounts of employees' family members, and the industry shows signs of tightening the supervision of employees' use of relatives' accounts for illegal operations.

NO.6 central bank: comprehensively strengthen payment supervision

According to the official website of the central bank, recently, the People's Bank of China held a 2024 payment and settlement work conference. The meeting requested that to do a good job in the payment and settlement work in 2024, it is necessary to effectively improve the political position, establish and improve a long-term mechanism, and do a good job in the second half of the article on inspection and audit rectification. We should adhere to the "payment for the people", focus on the difficulties of blocking points, and continue to improve the convenience of payment services. It is necessary to conscientiously implement the regulations on the Supervision and Administration of non-Bank payment institutions, comprehensively strengthen payment supervision, strengthen regulatory capacity-building, firmly hold the regulatory red line of reserve funds, and build a healthy and orderly payment market. To balance risk prevention and control and optimize services, and steadily promote the precise governance of the "capital chain" involving fraud and gambling. Payment infrastructure should focus on the main responsibility of the main business, to ensure that the central bank to perform its duties, to maintain the bottom line of security. It is necessary to deepen international cooperation and openness in the field of payment and optimize RMB cross-border payment services.

NO. After 7.5 years, Chengdu's housing purchase restriction was completely canceled

On April 28, the Office of the Leading Group for the Stable and Healthy Development of the Real Estate Market in Chengdu issued the ''Notice on Further Optimizing Policies and Measures for the Stable and Healthy Development of the Real Estate Market'' (hereinafter referred to as the ''Notice''), Since April 29, Housing transactions within Chengdu will no longer review the qualifications for purchasing houses, that is, in the future, Chengdu will no longer have to look at social security, household registration and other qualifications. this also means that from October 1, 2016 to the present, Chengdu's purchase restriction policy, which lasted for seven and a half years, has become a thing of the past.

NO. 8 International News

Palestinian President Asks Israel to Stop Attacking Rafah

CCTV News, according to a report by the Palestinian News Agency on April 28, local time, at the Saudi special meeting of the World Economic Forum in Riyadh, the capital of Saudi Arabia, Palestinian President Abbas mentioned in his speech that Israel may attack Rafah in the next few days. Abbas said that most of the people in the Gaza Strip are now gathered in Rafah. If Israel launches an attack on Rafah, there will be the greatest disaster in Palestinian history , and the impact will spread beyond the Gaza Strip. Therefore, the Palestinian side hopes that Israel can stop this action and stop its offensive behavior. Abbas also called on the United States to demand that Israel stop attacking Rafah.

no 1 lei jun responded to the donation 1.3 billion to wuda

Lei Jun: In an interview with CCTV News on April 28, Lei Jun responded to a donation 1.3 billion to Wuhan University: "When I was in school, I lived on scholarships for a long time. At that time, I vowed to return it 10,000 times in the future. I donated this money more to fulfill my wish, and I also hope to support the progress of Wuhan University and train more good programmers and engineers."

7 models have been laid out? Xiaomi response: completely untrue

Xiaomi group-W(HK01810, stock price 17.36 hong kong dollars, market value 433.2 billion hong kong dollars): on April 28, a spokesman for Xiaomi company released a message saying that there were false reports that "Xiaomi car has already laid out 7 models" and "Xiaomi car's extended range product definition is ideal". after verification, the information was completely untrue. Xiaomi Automotive is focusing on increasing production capacity, accelerating the delivery of Xiaomi SU7, and continuously improving the user service experience.

NO.2 Tesla Pass China Auto Data Security Compliance Requirements

Tesla (TSLA, stock price $168.29, market value $536.7 billion): on April 28, the China Automobile Association officially released the "Circular on the Inspection of Four Safety Requirements for Automotive Data Processing (First Batch)", in which, BYD, Ideal, Lutes, United New Energy (which car), Tesla, Weilai 6 enterprises 76 models meet the automotive data security 4 compliance requirements. From the specific model point of view, Tesla's domestic Model 3, Model Y are in line with automotive data safety compliance requirements, is the only foreign-funded enterprises in line with compliance requirements. According to First Finance, Tesla said that around the world has been lifting the ban on Tesla and other intelligent network cars. In addition, Tesla did not respond to the specific itinerary of Musk's visit to China. However, according to Musk's previous statements on social media, it is expected that his visit will promote the landing of fully automatic driving (FSD) software in China, as well as issues such as cross-border transmission of self-driving data.

Comments: As a world-renowned electric vehicle manufacturer, Tesla's models meet automotive data safety compliance requirements of great significance. Musk's visit to China will promote Tesla's development in China, especially in the field of automatic driving and data transmission.

NO.3 big dividend Wuliangye , to be a dividend of 18.1 billion yuan!

Wuliangye (SZ000858, stock price 152.25 yuan, market value 591 billion yuan): Wuliangye announcement on April 28In 2023, the net profit attributable to the mother was 30.211 billion yuan, up 13.19 year-on-year. It is proposed to pay a cash dividend of 46.70 yuan to all shareholders for every 10 shares. Further, Wuliangye's cash dividend ratio is 60%, the total cash dividend reaches 18.127 billion yuan, and the dividend ratio and dividend scale are the highest since listing.

NO.4 JinkoSolar : No casualties caused by fire accident of subsidiary

jingke energy (SH688223, stock price 7.68 yuan, market value 76.84 billion yuan): jingke energy announced on the evening of April 28 that at about 15: 00 p.m. on April 26, a fire occurred on the roof of phase I slice battery workshop of Shanxi jingke energy no 2 zhizao co., ltd., a wholly-owned subsidiary of the company. In the local fire emergency department, the relevant fire has been controlled and put out. At present, the specific cause of the fire accident is under investigation and verification. The accident did not cause casualties, and the plant, equipment, and inventory at the accident site were damaged to a certain extent. The specific loss is being verified and evaluated. It is initially expected to have a certain impact on the annual performance in 2024. The company's damaged assets have been insured for property insurance, and has reported to the insurance company, and the relevant insurance damage claims are being carried out in an orderly manner.

NO.5 high-speed rail WiFi pops up swear words, national railway auspicious news apologizes

national railway auspicious news: on April 28, national railway auspicious news issued an apology statement, saying that on April 28, our company immediately conducted investigation and verification after receiving feedback from passengers that "uncivilized language popped up when holding the new version of" national railway auspicious news "APP released on April 26 when holding apple mobile phone for the first time. After investigation, the problem reported by the passengers is true, which is caused by the misoperation of an employee of our company during the release of this version of the program. At present, the problem has been rectified. Our company apologizes for the bad experience brought to passengers. At the same time, we will deal with the relevant responsible persons in accordance with laws and regulations, further strengthen internal management, resolutely prevent similar incidents, continue to optimize service quality, and continuously improve user experience.

Comments: The company handled the uncivilized incident and apologized to users, showing a sense of responsibility and a positive attitude towards rectification. This incident reminds enterprises to strengthen internal management and ensure the quality of products and services.

NO.6 asked the boundary M7 high-speed rear-end fire 3 people were killed!

Recently, a netizen posted a video on a social platform saying that on April 26, his brother was driving on a high-speed road and rear-ended a high-speed watering car, killing three people in the car. According to online images, a few days ago, a wenjie M7 rear-ended a road maintenance vehicle on a high-speed expressway. the front of the wenjie M7 caught fire and the whole vehicle was covered in fire.

bosch: on April 28, bosch responded to the traffic accident in Yuncheng, Shanxi province, saying that it was concerned about the recent traffic accident in Yuncheng, Shanxi province. after investigation, the vehicles involved were not equipped with bosch intelligent driving system (including AEB). Bosch is deeply saddened by the casualties caused by the accident and expresses its deep condolences to the victims.

AITO car: at noon on April 28, the official microblog of AITO car also released a response, saying that at about 16: 34 on April 26, a serious traffic accident occurred in Yuncheng, Shanxi province. we are deeply saddened by the casualties in the accident and express our deep condolences to the victims. According to the national platform data access management regulations, it was learned that the vehicle speed was 115 km/h when the accident occurred, the airbag was opened normally, and the characteristics of the power battery pack were normal.

NO.7 Chongqing gas : the problem charges have been fully refunded

Chongqing gas (SH600917, stock price 6.26 yuan, market value 9.837 billion yuan): Chongqing gas disclosed the rectification of the investigation results of the joint investigation team on the problems reflected by the masses in Chongqing gas field. As of 12: 00 on April 26, a total of 22696 complaints about gas metering and charging from customers have been accepted, of which 10267 have been cleared up through communication and 12429 still need to be checked on site. At present, 11444 pieces of on-site verification have been completed, 8420 pieces of readings have been verified with customers, and 666 pieces of over-charging problems have been verified. At the same time, the company carried out a comprehensive data comparison, self-examination and self-correction work, self-detection of more than 516 gas charges. The above-mentioned 1182 pieces of overcharged gas, affecting 1218950 cubic meters of gas, involving an amount of 2.8585 million yuan, have all been returned and disposed of by the company.

NO.8 Fast fashion brand MJstyle facing bankruptcy

MJstyle: "Dear members, your stored value balance may be temporarily unable to continue to use in the near future, it is recommended that you in April 30, 2024, in a timely manner to the nearby MJstyle direct stores to use..." Recently, a number of consumers received such a text message. For a time, the news about the MJstyle bankruptcy of the fast fashion brand triggered a heated discussion. The reporter inquired about Tianyan and found that the MJstyle affiliated company Shanghai Jianshang Clothing Co., Ltd. has indeed been applied for bankruptcy liquidation. The applicant is Nanjing Hanbo International Trade Co., Ltd., and the acceptance court is the Shanghai Third Intermediate People's Court. It is worth mentioning that the founder of MJstyle brand is Zhang Yuqi's ex-husband Yuan Ba Yuan. In May 2022, Yuan Bayuan stepped down as the legal representative and manager of Jian Shang Clothing. (Shenzhen Business News)

Comments: This bankruptcy incident has aroused the attention and discussion of consumers, and has a certain impact on the reputation and future development of the industry and fast fashion brands.

NO.9 Zhou Hongyi Maybach 9.9 million shot

360 (SH601360, stock price 8.35 yuan, market value 59.664 billion yuan): on April 28, the car auction of 360 group founder Zhou hongyi was held in the 360 headquarters building with the theme of "selling maybach and embracing domestic new energy. At the end of the event, a Maibakh S600, which accompanied Zhou Hongyi for 9 years, was sold for 9.9 million yuan. It is reported that the buyer of the car is Chu Zhenliang, founder of Tianan used car. According to the buyer's introduction on the social platform, he is the executive president of Beijing Automobile Circulation Industry Association. He said that he bought a car this time to "rub" Zhou Hongyi's traffic. After the transaction price was announced, Zhou Hongyi called out the accident. He said: "If the market price is less than 1 million yuan, my heart expects to double and triple. Fortunately, I decided to do public welfare before, otherwise I would be scolded to death."

Investment Interaction

Last week's stock market summary:

Hongxin Securities concluded that last week, the-share Shanghai Composite Index rose 0.76 per cent to 3088.64 points, the Shenzhen Component Index rose 1.99 per cent to 9463.91 points, and the ChiNext Index rose 3.86 per cent to 1823.74 points. Value style sector representative index SSE 50, CSI 100, CSI 300 rose 1.29 percent, up 1.02 percent, up 1.20 percent, growth style sector representative index small and medium 100, CSI 500, CSI 1000 rose 1.82 percent, up 1.08 percent, up 2.88 percent. Last week, the average daily turnover of A shares in the two cities was 854.526 billion yuan, down 9.047 from the previous week.

This week's stock market forecast:

Haitong Securities analysis pointed out that the nature of the market rise since February 5 is the first wave of rebound at the bottom. The current market has gradually accumulated a certain amount of profit pressure, and the pace of short-term market rise may slow down in the future. After the bottom of the bear market after the first wave of rising market, the market will often profit-taking, follow-up need to closely track the policy landing situation and macroeconomic data can accelerate the recovery. At present, the white horse plate as a whole has been low and low, in the medium term, with the steady growth policy of the code and effect, macro and micro fundamentals are expected to gradually improve, as well as if the second half of the Federal Reserve interest rate cut landing foreign investment or back to the white horse stocks, valuation and configuration are at a low level, performance flexibility is greater white horse plate or gradually ushered in the layout opportunities.

Pre-holiday restricted shares listing size significantly reduced

This week, due to the "May Day" holiday, A- share trading days are only two days, and the scale of lifting the ban on restricted shares in Shanghai and Shenzhen stock markets has been greatly reduced. Wind data shows that 49 listed companies in the-share market will usher in the lifting of the ban on restricted shares. Based on the closing price on April 26, the market value of the shares lifted by 49 companies totaled 39.24 billion yuan. Changyuan Electric Power, Jiahe Food and Xinyichang ranked in the top three in terms of market value, followed by 6.457 billion yuan, 4.623 billion yuan and 4.407 billion yuan. The market value of Wei Zhixiang, Zhonghong Medical, Zhiyuan Xinneng and Su Wen Electric Energy was all above 2 billion yuan.

IPO opportunity

Wind data show that GEM company Redis will issue new shares on April 29.

CITIC Securities : The recent auto sector events have been intensively introduced. On April 25, the curtain of the Beijing Auto Show kicked off, and many new models appeared on the stage; on April 26, the central government issued the "trade-in" policy rules: from now until December 31, new energy vehicles and fuel vehicles that meet certain scrapping standards will be acquired Enjoy subsidies of 10000 yuan and 7000 yuan. It is estimated that the policy is expected to drive new demand for 1 million vehicles this year, corresponding to about 4% of total domestic car sales. The introduction of policies to drive sales elasticity, superimposed on the auto show after the increase in the supply of new models, automotive sector is expected to significantly outperform the market, recommend the super-equipped automotive sector.

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