[CSI Headlines].

The PC version of Huawei's HarmonyOS system appeared

In the design guide of Huawei's HarmonyOS developer's official website, in addition to mobile phones and tablets, the "HarmonyOS PC Edition" page layout has appeared, which is suitable for applications covering audio, video, social networking, shooting, reading, shopping, finance, life, travel and other use scenarios.

Comments: HarmonyOS is a highly decentralized operating system with cross-border, suitable for multiple devices and scenarios, the striking feature of the HarmonyOS system is cross-terminal migration, various devices in the family, such as computers, mobile phones, TVs, watches, etc., can run the same HarmonyOS system, so as to achieve seamless information transmission and sharing. With the improvement of related ecological technologies, computers with HarmonyOS are expected to be localized from CPU, memory, hard disk, operating system and software. A-share related concept stocks mainly include Yahua Electronics (301337), Changshan Beiming (000158), etc.

[CSI Focus].

The world's first "twin towers and one machine" solar thermal power station will soon be put into operation

The

main project of the world's first "twin towers and one machine" solar thermal energy storage power station has entered the commissioning stage, and strives to be put into operation by the end of this year. The solar thermal energy storage power station in Guazhou, Gansu Province, has installed nearly 30,000 heliostat mirrors with a daylight area of 800,000 square meters. It can not only generate electricity normally when there is sunlight, but also store excess solar energy with the help of molten salt, achieving 24-hour stable and uninterrupted power output.

Comments: With the large-scale construction of new energy bases in deserts, Gobi and desert areas in China, the large-scale development of solar thermal power generation has also kicked off. CSP integrates energy storage and power generation, and has the characteristics of stable output and flexible regulation, which is one of the effective means for new energy to replace traditional energy safely and reliably. With the increasing proportion of large-scale new energy units in China, high-stability renewable energy such as solar thermal has also ushered in large-scale development. A-share related concept stocks mainly include Ancai Hi-Tech (600207), Keyuan Wisdom (002380), etc.

【Selected News】

○ The official Weibo of the National Health Insurance Bureau issued a document on July 16 stating that from August 1, assisted reproduction will be included in Anhui medical insurance reimbursement. The Hebei Provincial Department of Human Resources and Social Security issued a notice on July 15 that from August 1, some therapeutic assisted reproductive medical services will be included in the basic medical insurance and work-related injury insurance fund.

○ Hangzhou, Tianjin and other cities with car purchase restrictions will optimize the regulation and control policies of passenger cars in a timely manner and actively release the potential of automobile consumption.

○ The State Administration for Market Regulation (National Standards Committee) recently issued the mandatory national standard of "Hygienic Requirements for Disposable Sanitary Products".

○ The International Monetary Fund (IMF) released the latest World Economic Outlook report. In the report, the IMF raised its forecast for China's economic growth this year to 5%, 0.4 percentage points higher than the previous forecast.

○ According to Lighthouse Professional Edition, as of 21:00 on July 16, the total box office in the first half of the 2024 summer season (June 1-July 16) will reach 4.58 billion yuan, and the movies "Silent Killing", "Catching Dolls" and "There is a Store by the Cloud" are among the top three box office in the first half of the summer file.

[Sankei perspective].

The International Telecommunication Union (ITU) has released a new international standard for quantum communication networks, with the participation of Chinese companies

Recently, one of the world's three major international standardization organizations (ITU) approved the release of the "Security Requirements for Quantum Key Distribution Node Protection" standard. This standard is the first international standard to systematically regulate the security implementation and deployment of trusted relay nodes, which can provide guidance for the safe implementation and operation of quantum communication network nodes, led by Guoke Quantum, and jointly developed by UNSHIELD Quantum and the National University of Singapore. A-share related concept stocks mainly include Guodun Quantum (688027), Shenzhou Information (000555), etc.

[Company News].

○ Sungrow (300274) successfully signed the world's largest energy storage project with ALGIHAZ in Saudi Arabia, with a capacity of up to 7.8GWh. The company will deploy more than 1,500 sets of owerTitan 2.0 liquid-cooled energy storage systems.

○ Tengjing Technology (688195) plans to invest 30 million yuan to set up a wholly-owned subsidiary, Tengjing Light Communication Technology (Wuhan) Co., Ltd., and the proposed subsidiary will be responsible for the implementation of the "optical engine project".

○ Fantuo Digital Innovation (301313) uses AI 3D digital twins to lay out unmanned applications, and participates in the construction of Shenzhen Pingshan Intelligent Connected Transportation Test Demonstration Platform.

○ Kailong Co., Ltd. (002783) plans to acquire 51% of the shares of Junan Blasting for 158 million yuan.

○ Yakang Co., Ltd. (301085) said on the interactive platform that the company is Baidu's computing power operation and maintenance service provider, providing computing power operation and maintenance services for Baidu, and including project support related to unmanned vehicles in daily business support.

○ TransInfo Technology (002373) said on the interactive platform on July 16 that the Beijing Intelligent Vehicle Innovation Center led by the company has a cooperative business with Radish Express.

○Guanghua Technology (002741) plans to establish a joint venture with MK in Guangzhou and Korea in China to jointly develop, produce and sell high-end electronic chemicals in the fields of PCB, panel and IC.

○ Jianlong Micro-Nano (688357) signed a sales contract of 99 million yuan for hydrogen production molecular sieve.

○ Jiang Xipei, chairman of Far Eastern Group (600869), proposed that the company repurchase shares with 150 million yuan to 200 million yuan.

○Sino Biological (301047) plans to repurchase shares for 200 million to 400 million yuan.

○ Juhe Materials (688503) plans to repurchase shares for 150 million yuan to 300 million yuan.

○ The controlling shareholder of Zhonggong Education (002607) and its persons acting in concert plan to increase their holdings by 200 million yuan to 400 million yuan.

○ Tengyuan Cobalt (301219) net profit in the first half of the year increased by 343.07%-475.5% year-on-year.

[Capital Tide View].

○ Northbound funds sold a net of 2.876 billion yuan on July 16. Ping An of China, Wuliangye and Bank of China sold 440 million yuan, 257 million yuan and 210 million yuan respectively. BOE A had the largest net purchase, with an amount of 284 million yuan.

○ Unisplendour (000938) rose on July 16, with a turnover of 2.875 billion yuan. According to the data of the after-hours Dragon and Tiger List, the special seats for Shenzhen-Hong Kong Stock Connect bought 265 million yuan and sold 83.38 million yuan, the net purchase of a special seat for an institution was 117 million yuan, and the sale of a special seat for an institution was 24.06 million yuan.

○ Cambrian-U (688256) July 16 daily limit, turnover of 4.511 billion yuan, turnover rate of 4.63%, after-hours dragon and tiger list data show that the Shanghai Stock Connect special seats bought 343 million yuan and sold 157 million yuan, a net purchase of 396 million yuan of special seats for an institution, and a net sale of 394 million yuan for special seats for three institutions.