[CSI Headlines].

The world's first AI full-parameter druggability prediction platform was released

The world's first AI full-parameter druggability prediction platform jointly developed by the Chongqing Institute of Artificial Intelligence of Shanghai Jiao Tong University, Yaozhi.com and Shanghai Tianque was recently released. The platform uses AI technology to help the research and development of innovative drugs, which can greatly shorten the drug development time and improve the success rate of drug development. As a powerful tool for predicting the druggability of compounds, the platform can correlate the key parameters related to the druggability of compound structure, and can predict more than 160 druggability parameters. According to the preliminary trial, the platform can increase the efficiency of innovative drug research and development by more than 30%.

Comments: The traditional drug discovery process is a marathon, taking 12-18 years from concept to clinic. With the help of AI technology, it can be achieved in just 5 years or less. Based on pharmaceutical big data, AI pharma applies artificial intelligence technology to all aspects of pharmaceutical, improves the efficiency and quality of new drug research and development, and reduces research and development costs. The McKinsey Global Institute (MGI) estimates that generative AI could bring between $60 billion and $110 billion in economic value to the pharmaceutical and healthcare industries each year. According to the Global Market Insights report, the "AI + healthcare" market is expected to grow at a compound annual growth rate of more than 29%, and the market size will reach $70 billion by 2032. A-share related concept stocks mainly include Qianyuan Pharmaceutical (300254), Lepu Medical (300003), etc.

[CSI Focus].

On-call mobile charging robots change the industrial ecology

Two charging robots in Jinjiang District, Chengdu City, took up their posts in the parking lot to collect terrain data and make final preparations for the upcoming operation. According to the staff, it is expected that by the end of this month, the two robots will be officially on duty, each carrying about 100 kilowatts of electricity, with a maximum charging power of 100 kilowatts, which can meet the charging needs of 10 vehicles per day. The two four-wheeled cars, which have reached the level of automation at Level 4, are designed to provide mobile charging services for vehicles. Users only need to make an appointment in the WeChat mini program, and the robot will find the car and take place after receiving the order. The charging robot also has an energy storage function, which can feed back power to the grid during peak power consumption periods, which can help alleviate the power supply shortage in summer and other periods, and is part of the construction of virtual power plants and the promotion of efficient use of energy.

Comments: In response to the rapid growth of the new energy vehicle market, the field of energy supplement is also diversifying. As a mobile charging pile integrating energy storage and charging, mobile charging robots have also become the focus of many enterprises. With the advancement of technology, in the future parking lot, these intelligent robots that shuttle flexibly and make life for the car may be frequently seen, and they are quietly changing the charging ecology of new energy vehicles and bringing unprecedented convenient experience to car owners. A-share related concept stocks mainly include Zhongneng Electric (300062), Yijiahe (603666) and so on.

【Highlights of the News】

○ Central Bank: The balance of broad money (M2) at the end of June was 305.02 trillion yuan, a year-on-year increase of 6.2%; In the first half of the year, RMB loans increased by 13.27 trillion yuan, and RMB deposits increased by 11.46 trillion yuan. In the first half of 2024, the scale of social financing will increase by 18.1 trillion yuan.

○ On July 12, the Ministry of Industry and Information Technology issued the "Notice on the Selection of Pilot Cities for the Large-scale Application of Beidou in the Field of Industry and Information Technology", which proposes to accelerate the improvement of Beidou penetration rate and promote the orderly upgrading of Beidou equipment and applications to the third generation of Beidou around the three fields of mass consumption, industrial manufacturing and integrated innovation.

○ The Winter Sports Management Center of the General Administration of Sports of China released the "Research Report on the Mass Ice and Snow Consumption Market" on July 13.

○ Nine departments including the Ministry of Industry and Information Technology issued the "Implementation Plan for the Innovation and Development of Fine Chemical Industry (2024-2027)". By 2027, a number of key products will be conquered, and the ability to support key industrial chains and supply chains will be further enhanced; Cultivate more than 5 world-class enterprises with strong innovation-leading and collaborative integration capabilities.

○ The Ministry of Commerce, the People's Bank of China, the State Administration of Financial Supervision and the State Administration of Foreign Exchange jointly issued the Opinions on Strengthening Commercial and Financial Coordination to Support the High-quality Development of Cross-border Trade and Investment. It mentions that business and financial coordination should be strengthened, and greater efforts should be made to support the high-quality development of cross-border trade and investment.

○ In the first half of this year, China's cruise transportation accelerated its recovery. In the first half of this year, a total of 23 cruise ships operated 206 voyages, and the national cruise passenger traffic was nearly 500,000, recovering to more than half of the same period in 2019, of which the second quarter of this year increased by nearly 60% compared with the first quarter.

○In the first half of this year, there were 251,700 commercial performances (excluding performances in entertainment venues) nationwide, a year-on-year increase of 30.19%; The box office revenue was 19.016 billion yuan, a year-on-year increase of 13.24%.

○ The Ministry of Public Security recently deployed to vigorously promote the construction of investigation centers and build a new model of digital investigation.

【Company Trends】

○ Jiaxun Feihong (300213) and Huawei have reached a new strategic cooperation agreement to carry out in-depth cooperation in market strategy, market expansion, solution promotion, professional technology and services in the fields of smart rail transit and smart civil aviation.

○ A subsidiary of Zhewen Internet (600986) has made new progress in the joint construction of technical capabilities with Giant Engine, producing intelligent scripts for the platform e-commerce industry, and the materials produced have been widely used in brand and product communication, with more than one million material runs.

○ At present, Digital Government Communication (300075) has signed low-altitude economic strategic cooperation agreements with more than 10 cities including Yantai, Zibo, Wenzhou, Ya'an, Chizhou, Hefei, Yiyang, Fuzhou, Dongying, and Huainan based on the city-level low-altitude economic SAAS platform "Star Plan" of air-space-ground integration, and will jointly promote the promotion and application of urban low-altitude economic service and operation platforms.

○ JAC Motors (600418) officially announced that the first car in cooperation with Huawei is scheduled to be launched in the first half of next year.

○ Xingmin Zhitong (002355) said on the interactive platform that the company has cooperation with Baidu related to intelligent driving, and the company has in-depth cooperation with customers to develop communication domain control products dual 5G TBOX and data cloud control, OTA and other products to provide technical support and services for customers' intelligent driving.

○ Shuangxiang Co., Ltd. (002395) said on the interactive platform that the first phase of the Chongqing Optics project, a wholly-owned subsidiary of the company, is gradually releasing production capacity.

○ Chengchang Technology (001270) said on the interactive platform that the company's products have been used in batches in space-borne, ground, airborne phased array radar and satellite communications.

○ Horn Automobile and Electric (301488) said on the interactive platform on July 13 that the company has reached a supporting cooperation with Radish Express in automatic parking, ultrasonic radar and other products, and will be mass-produced this year.

○ Zhuhai Guanyu (688772) recently received a fixed-point notice from a German head car company. The customer chose the company as its designated supplier to develop and supply 12V automotive low-voltage lithium batteries for it.

○ Sungrow Power Supply (300274) plans to repurchase the company's shares with 500 million yuan to 1 billion yuan.

○ Zhongji InnoLight (300308) net profit in the first half of the year increased by 250.3%-307.33% year-on-year.

○ BOE A (000725) net profit in the first half of the year increased by 185%-213% year-on-year.

○ Jiaozuo Wanfang (000612) net profit in the first half of the year increased by 127.41%-203.21% year-on-year.

○ Ninestar (002180) net profit in the first half of the year increased by 142.15%-199.12% year-on-year.

○ Industrial Silver Tin (000426) net profit in the first half of the year increased by 533.68%-582.72% year-on-year.

○ Evergrande High-tech (002591) net profit in the first half of the year increased by 587.84%-900.5% year-on-year.

○ Tuoshan Heavy Industry (001226) net profit in the first half of the year increased by 223.97%-385.95% year-on-year.

○ Keming Food (002661) net profit in the first half of the year increased by 664.98%-1024.98% year-on-year.

○ Yuanlong Yatu (002878) net profit in the first half of the year increased by 193.57%-311% year-on-year.

○ Shanghai Electric Co., Ltd. (002463) net profit in the first half of the year increased by 119%-135% year-on-year.

○ Hepalink (002399) net profit in the first half of the year increased by 420.70%-495.72% year-on-year.

○ Taishan Petroleum (000554) net profit in the first half of the year increased by 163%-239% year-on-year.

○ Intercontinental oil and gas (600759) net profit in the first half of the year is expected to increase by 653%-926% year-on-year.

○ Jinan Guoji (002636) net profit in the first half of the year increased by 428.63%-604.85% year-on-year.

○ Tongkun shares (601233) is expected to increase net profit in the first half of the year by 849%-992% year-on-year.

○Han's Laser (002008) net profit in the first half of the year increased by 181.34%-192.97% year-on-year.

○ Goertek (002241) net profit in the first half of the year is expected to increase by 180%-200% year-on-year.

○ Wen's shares (300498) are expected to make a net profit of 1.25 billion yuan to 1.5 billion yuan in the first half of the year, a year-on-year turnaround.

○ Amway shares (300218) net profit in the first half of the year increased by 9348.14%-10421.8% year-on-year.

[Capital Tide].

○ Northbound funds bought a net of 2.734 billion yuan on July 12. China Merchants Bank, BYD, and North Huachuang bought 630 million yuan, 447 million yuan, and 401 million yuan respectively. FII was the largest net seller, with an amount of 295 million yuan.

○ Invic (002837) July 12 daily limit. According to the data of the Dragon and Tiger List, the special seats for Shenzhen-Hong Kong Stock Connect bought 144 million yuan and sold 70.47 million yuan at the same time. The special seats of the two institutions were bought for 27.6836 million yuan and 14.0282 million yuan respectively, and the special seats for one institution were sold for 12.8343 million yuan.

[IPO subscription].

○ Greenlink Technology: The subscription code is 301606, the subscription price is 21.21 yuan, and the issue price-earnings ratio is 24 times, and the company is mainly engaged in 3C consumer electronic products.