[CSI Headlines].

Huawei's Mate 70 series was launched in November, and the production of some parts increased by 50%.

It was learned from relevant sources in the supply chain that the Huawei Mate 70 series is currently being put into production in preparation for the launch in November. In November, the number of planned production of some parts increased by about 50% compared to the same period in the same period as the Mate 60. The Huawei Mate 70 series will be the first to be equipped with the official version of HarmonyOS NEXT, which will improve the performance of the whole machine by 30%, triple the connection speed, and reduce power consumption by 20%.

Comments: Since more than 90% of the parts and components of Huawei mobile phones are domestic, the increase in Huawei mobile phone shipments will help the relevant industry chain improve business performance. The popularity of Huawei's tri-fold phone Mate XT has made a preview for the hot sales of the Mate 70. Given the Mate 70's excellent chip performance and innovative design, it will boost Huawei's high-end phone sales in 2024. The success of Huawei's mobile phones will also drive a new round of development opportunities for listed companies in the mobile phone industry chain, including core suppliers of chips, screens, structural parts, batteries, application software and other modules.

Among the A-share companies, Speed (300322) provides Huawei with products and services such as mobile phone terminal antennas. King Long Electromechanical (300032) mobile phone motor business covers most of the world's mainstream mobile phone brands and mobile phone OEMs, including Huawei.

[CSI Focus].

Go hand in hand, and a number of companies disclose the progress related to all-solid-state batteries

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Recently, a number of companies have disclosed the progress of all-solid-state batteries. On October 25, the groundbreaking ceremony of Zhongke Guneng sulfide all-solid electrolyte production base project was officially held in Liyang, Jiangsu. On October 26, Yili Technology held the official commissioning ceremony of Jiangxi Yudu 500MWh all-solid-state battery mass production line and all-solid-state battery product release. In addition, Hunan NXT recently disclosed that the company's LPSC solid-state electrolyte products have been sent to most of the leading battery companies at home and abroad, and have received good feedback from customers. The industrial chain is intensively exploring the process of sulfide all-solid-state batteries. In addition to the establishment of Jiangsu Sanhe in cooperation with the industrial chain, Zhongke Guneng has cooperated with many companies such as high-energy digital manufacturing, CRRC Qishuyan, Husong Group, Baosheng Energy, XCMG Venture Capital, and Putailai on sulfide solid-state batteries.

Comments: The wide application of solid-state batteries will bring about a major upgrade in the global power industry. Solid-state batteries are expected to start a new round of electrification innovation due to their high safety and high energy density. Since 2024, there have been marginal changes in China's solid-state battery industry, such as the launch of semi-solid-state mass production models and the penetration rate of semi-solid-state battery loading reaching 1%, indicating that the industrialization signal has arrived. The agency predicts that in 2030, the global solid-state battery market space is expected to reach 1.2 trillion yuan.

Among the A-share companies, Zhongke Electric (300035) has developed and produced products in solid-state battery-related silicon carbon anodes and lithium metal anodes. Mannster (301325) is continuing to promote the research and development of technologies such as high solids coating, solid electrolyte coating and dry coating, and has corresponding technical reserves.

【Selected News】

○ The State Administration of Management and the Central Administration of the People's Republic of China jointly issued the "Notice on the Promotion and Use of New Energy Vehicles by the Central and State Organs", aiming to support the development of the new energy vehicle industry.

○On October 28, the Ministry of Industry and Information Technology and other six departments jointly issued the "Notice on Carrying out the 2024 Smart Factory Gradient Cultivation Action".

○On October 29, the 5th China Stem Cell and Regenerative Medicine Collaborative Innovation Platform Conference was held in Beijing, at which the world's first international standard for stem cell data management was jointly formulated by experts from China and other countries.

○ Zhang Yuzhuo, director of the State-owned Assets Supervision and Administration Commission of the State Council, issued a document saying that he would focus on the urgent needs of aerospace, integrated circuits, industrial machine tools and other fields, and solidly promote major technical equipment research projects; A number of intelligent computing centers will be built in advance.

○Hangzhou Garen Semiconductor has achieved a new technological breakthrough in the growth of gallium oxide crystals, and has successfully grown a 2-inch gallium oxide single crystal based on the self-developed gallium oxide special crystal growth equipment, which is the first time in China.

[Sankei perspective].

The Ministry of Industry and Information Technology issued a document to promote the digital transformation of the power equipment manufacturing industry

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The Ministry of Industry and Information Technology recently issued the "Implementation Plan for the Digital Transformation of the Power Equipment Manufacturing Industry" to improve the basic capacity of the power equipment industry and the modernization level of the industrial chain through digital transformation, and continuously promote the high-quality development of power equipment. The plan makes it clear that by 2027, the digital transformation of the power equipment manufacturing industry will achieve remarkable results, and the numerical control rate of key processes and the penetration rate of digital R&D and design tools in key enterprises in the power equipment manufacturing industry will exceed 75% and 90% respectively. The plan proposes to support power equipment enterprises to build collaborative manufacturing platforms and promote intelligent and efficient collaboration in the production and manufacturing process. Accelerate enterprises to rely on a new generation of information technology to carry out procurement sourcing, procurement planning, order confirmation, logistics and transportation, contract settlement, etc., and strengthen the interconnection of supply chain processes. Support enterprises to build a quality management platform for the whole life cycle of power equipment manufacturing, and improve the overall quality control level of equipment manufacturing. Accelerate the use of digital twin and intelligent sensing technologies in the field of large-scale power generation equipment such as wind, solar, water, fire, and nuclear power, as well as ultra-high voltage power transmission and transformation equipment, to carry out remote monitoring, fault diagnosis, and predictive operation and maintenance services for units. A-share related concept stocks mainly include Guodian NARI (600406), University of Science and Technology Intelligence (300222), etc.

[Company News].

○ 24.47% of the company's shares held by Tus-Pharmaceutical (000590), the controlling shareholder of Tus-Co., Ltd., will be auctioned publicly, and if the share auction is completed, it may lead to changes in the company's controlling shareholders and actual controllers.

○Montnets Technology (001123) and Zhipu AI jointly promote the re-upgrading of 5G letter reading applications, realize functions such as "Wenshengwen" and semantic analysis, and promote the intelligent transformation of message services.

○ Seiko Technology (002006) and Yiweite (Nanjing) Aviation Technology Co., Ltd. signed an aerospace (low-altitude) economic strategic cooperation agreement to carry out full-chain cooperation in the low-altitude industry. According to the data, EVT has completed the final assembly line and system testing of the five-person four-seat eVTOL prototype.

○ Tianci Materials (002709) said at the performance briefing that the solid electrolyte of the sulfide route is in the pilot stage, and it plans to be used in small batch production in 2025.

○ Huafa shares (600325) plan to repurchase no less than 300 million yuan and no more than 600 million yuan.

○ Xinmai Medical (688016) plans to repurchase the company's shares from 100 million yuan to 200 million yuan.

○ Jinpu Garden (301098) and Xiling District Government signed the "Strategic Cooperation Agreement", and the two sides have carried out comprehensive cooperation in the Three Gorges Financial Center Project, Xiba Island (Yangtze River Charm Sleepless Island) Project, Pinghu International Tourism Island Project, and Slate Area Comprehensive Development Project.

○ VIE Technology (002590) holding subsidiary was selected as a supplier by a well-known domestic automobile company, with a total life cycle sales amount of about 280 million yuan.

○ Guangdong Rongtai (600589) Securities abbreviation is planned to be changed to "Dawei Technology".

[Capital Tide View].

○ On October 29, the net outflow of main funds in Shanghai and Shenzhen was 108.423 billion yuan. The top three sectors with net inflows of major funds were computer equipment, optics and optoelectronics and diversified finance, with net inflows of 1.369 billion yuan, 487 million yuan and 334 million yuan respectively. The top three stocks with net inflows of main funds are Sugon, O-film and COFCO Capital, with net inflows of 1.367 billion yuan, 1.068 billion yuan and 754 million yuan respectively.

○OFILM (002456) October 29 daily limit. According to the data of the Dragon and Tiger List, the special seats for Shenzhen-Hong Kong Stock Connect bought 275 million yuan and sold 178 million yuan at the same time. The second largest buying seat was the seat of Zhongtai Securities Shenzhen Branch, which bought 177 million yuan. The other three major buying seats are also more than 100 million yuan. The largest selling seat, Shenwan Hongyuan Anhui Branch, sold 978 million yuan.

○ The Great Wall of China (000066) will be limited on October 29. According to the data of the Dragon and Tiger List, the special seats for Shenzhen-Hong Kong Stock Connect bought 106 million yuan and sold 100 million yuan at the same time. The largest buying seat was the Chongqing Jinkai Avenue Securities Business Department of Founder Securities, with a purchase amount of 440 million yuan. The special seats of the two institutions were sold for 127 million yuan and 80.6276 million yuan respectively.