What are the important news

Shenzhen issued a low-altitude economic standard system

On December 25, the first plenary meeting of the Shenzhen Low-altitude Economic Standardization Technical Committee was held in the Shenzhen Municipal Transportation Bureau. At the meeting, the Shenzhen Municipal Transportation Bureau and the Shenzhen Municipal Administration for Market Regulation jointly issued the "Shenzhen Low-altitude Economic Standard System Construction Guide (V1.0)", which is another important milestone in Shenzhen's low-altitude economic standardization construction. The launch of this system will play an important role in promoting the standardized development of the industry, ensuring public safety, and promoting industrial integration and coordinated development, helping Shenzhen to compete for the "first city of low-altitude economy".

Shenzhen's property market reproduces the "buy one set get one free" promotion

Recently, a promotional advertisement for a new house "buy one set get one free" has been circulated in the Shenzhen market. In the advertisement, in addition to the name of the property, the rest of the relevant information is very comprehensive. The reporter consulted with a number of real estate agency managers in the Meilin area of Futian, and called the project sales center after learning the specific name of the real estate, and the sales staff said that the current discount range of the residential part of the project is 86% off the record price, and the main unit building area is 110 square meters - 133 square meters, and the main apartment price of 45 square meters is about 1.8 million yuan. If the buyer chooses to buy the residence at the original filing price, they can get a 45 square meter apartment as a gift.

The scheduled disclosure time for the 2024 annual reports of listed companies on the Shanghai Stock Exchange has been released

The scheduled disclosure time for the 2024 annual reports of listed companies on the Shanghai Stock Exchange was released, and Jiacheng International took the lead and will be the first to disclose on February 20, 2025; Ribo Fashion and Yuekang Pharmaceutical will be disclosed on February 26.

Supreme People's Court: Punish illegal and criminal acts in the capital market in accordance with the law, and strengthen the protection of the legitimate rights and interests of small and medium-sized investors

On December 26, the Supreme People's Court issued the Sixth Five-Year Reform Outline of the People's Courts (2024-2028) (hereinafter referred to as the "Outline"). The "Outline" proposes to improve the judicial guarantee mechanism for the construction of a financial power. Punish illegal and criminal acts in the capital market in accordance with law, improve mechanisms for judicial protection of the rights and interests of financial consumers, and strengthen the protection of the lawful rights and interests of small and medium-sized investors. Complete and improve mechanisms for connecting administrative law enforcement and judicial adjudication in the financial sector, and coordinate the prevention and resolution of financial risks and the maintenance of financial security. Improve the rules for adjudicating financial disputes in emerging fields such as digital currency, internet finance, cross-border investment and financing, and offshore finance.

The three major U.S. stock indexes closed mixed, and most of the popular Chinese concept stocks rose

On Thursday, local time, the three major U.S. stock indexes closed mixed, with the Dow rising 0.07%, recording five consecutive daily gains; The S&P 500 fell 0.04% and the Nasdaq fell 0.05%. Most of the large technology stocks fell, Tesla fell more than 1%, Microsoft, Nvidia, Netflix, Google, Amazon, Meta fell slightly; Intel and Apple rose slightly. Among them, Apple continued to hit a record high for the fourth consecutive trading day, with a total market capitalization of $3.92 trillion. Most of the popular Chinese concept stocks rose, and the Nasdaq China Golden Dragon Index rose 0.42%. Fang Duoduo rose nearly 13%, Li Auto and Douyu rose more than 3%, and Xiaopeng Motors rose more than 2%.

These announcements cannot be missed

CATL: Plans to issue H shares and list them on the Hong Kong Stock Exchange

CATL (300750) announced on the evening of December 26 that in order to further promote the company's global strategic layout, build an international capital operation platform, and improve its comprehensive competitiveness, the company plans to issue overseas listed foreign shares (H shares) and apply for listing on the main board of The Stock Exchange of Hong Kong Limited (hereinafter referred to as the "Hong Kong Stock Exchange").

Sanlianban Jihua Group: In the future, Unitree Technology will have little direct impact on the company

Jihua Group (603980) issued an announcement on the evening of December 26 on abnormal fluctuations in stock trading, saying that the company noticed that the concept of Unitree Technology has received high market attention recently, and the company explained the relevant situation, for financial investment purposes, the company subscribed to Rongteng Fund in 2020, with a subscription amount of 20 million yuan, accounting for 1.67%; Rongteng Fund holds 1.32% equity of Hangzhou Unitree Technology, so the company indirectly holds 0.02% equity of Unitree Technology through Rongteng Fund, accounting for a very small proportion, and the direct impact of Unitree Technology on the company in the future is small. At present, there is no cooperative relationship between the company and Unitree, and the company has no plans and arrangements to set foot in Unitree-related industries.

Liulianban Shiyida: The joint-stock company Liudu Renhe currently has no products specifically applied to "WeChat stores".

Liulianban Shiyida (002137) disclosed the company's stock trading changes on the evening of December 26, saying that recently, the company has paid attention to the company's shareholding company "Liudu Ren" involved in the "WeChat shop" business. The company holds 13.09% of the shares of Liuduren, and the company has confirmed with Liuduhe that Liuduren and its holding company currently have no related products specifically applied to "WeChat Xiaodian"; In the first three quarters of 2024, Liuduhe has little impact on the company's main financial indicators. In addition, recently, it was mentioned on the Internet that the company indirectly invested in "Unitree Technology". The company explained as follows: after the equity penetration, the company only holds 0.01% of the equity of Unitree Technology, the company's shareholding ratio is low, Unitree Technology does not belong to the scope of the company's consolidated statements, and the company is not involved in the robot business at present.

Laiyifen: At present, the proportion of sales on the WeChat channel is very low

Laiyifen (603777) issued an announcement on the evening of December 26 on abnormal fluctuations in stock trading, saying that the company's current sales in the WeChat channel account for a very low proportion, accounting for less than 1% of the company's revenue, and there is great uncertainty about the future growth trend of the channel.

Wushang Group: Signed an investment cooperation agreement with Wangfujing for duty-free shops in Wuhan

Wushang Group (000501) announced on the evening of December 26 that the company and Wangfujing Group Co., Ltd. (hereinafter referred to as "Wangfujing") signed the "Wuhan City Duty-free Shop Investment Cooperation Agreement", and intends to jointly invest in the establishment of Wangfujing Wushang Duty-free Business Co., Ltd., the business project is a duty-free project in Wuhan, and the registered capital of the joint venture company is 80 million yuan. Among them, the company invested 39.2 million yuan, accounting for 49% of the shares; Wangfujing invested 40.8 million yuan, accounting for 51% of the joint venture's shares.

Nanjing Public Utilities: The stock trading of the planned purchase of assets and raising supporting funds was suspended

Nanjing Public Utilities (000421) announced on the evening of December 26 that the company is planning to purchase assets and raise matching funds by issuing shares and paying cash, and the company intends to purchase about 68% of the shares of Hangzhou Yugu Technology Co., Ltd. (hereinafter referred to as "Yugu Technology") by issuing shares and paying cash and raising matching funds. This transaction is not expected to constitute a major asset restructuring and does not constitute a restructuring and listing. The company's shares have been suspended since the market opened on December 27, and it is expected that the continuous suspension will not exceed 10 trading days.

Shannon Xinchuang: The controlling shareholder intends to transfer 5% of the company's shares by agreement

Shannon Xinchuang (300475) announced on the evening of December 26 that on December 25, some of the company's controlling shareholders, Link Cornerstone, Hongwei Cornerstone-Huaying Fund and Liu Qingke signed the "Share Transfer Agreement", which intends to transfer a total of 22,878,400 shares of the company (accounting for 5% of the company's total share capital) to Liu Qingke at 27.32 yuan per share through agreement transfer, with a total amount of 625 million yuan. After the completion of this equity change, the controlling shareholder of the company will be changed from Lingtai Cornerstone and the persons acting in concert Lingchi Cornerstone, Linghui Cornerstone and Hongwei Cornerstone - Huaying Fund to Lingtai Cornerstone and the persons acting in concert Lingchi Cornerstone and Hongwei Cornerstone - Huaying Fund, and the actual controller of the Company remains unchanged.

Jiaze New Energy: One of the actual controllers intends to increase its shareholding in the company by 120 million yuan to 240 million yuan

Jiaze Xinneng (601619) announced on the evening of December 26 that the actual controller of the company, Chen Bo, and the actor Jinyuan Rongtai Investment Management (Ningxia) Co., Ltd. plan to increase the company's shares in the next 12 months through the methods permitted by the Shanghai Stock Exchange (including but not limited to centralized bidding transactions, block transactions, etc.), the amount of this increase is not less than 120 million yuan and not more than 240 million yuan, and does not exceed 2% of the company's total share capital, and the source of funds is special loans for stock holdings and its own funds.

PowerChina: Jointly signed a project construction contract of about 7.076 billion yuan

PowerChina (601669) announced on the evening of December 26 that PowerChina Brazil Branch, a subsidiary of the company, formed a contractor consortium with AFFIT in Brazil and signed a construction contract for the Fiocruz Health Biotechnology Industrial Complex Project in Brazil with the new vaccine terminal processing center project company in Brazil, with a contract amount of about 7.076 billion yuan. The main scope of the project includes the construction of the delivery warehouse, packaging workshop, filling workshop, filling workshop, filling and packaging workshop, receiving warehouse, administrative office and other buildings and supporting infrastructure of the vaccine factory, the installation and commissioning of the production equipment purchased by the owner, and the procurement, installation and commissioning of other auxiliary equipment such as air conditioners, etc., with a contract period of about 44 months.

Chuanhuan Technology: Obtained an order for liquid-cooled pipeline system

Chuanhuan Technology (300547) announced on the evening of December 26 that the company recently obtained a project purchase order from a server overall solution service provider, and the company provided 60,000 sets of liquid cooling pipeline systems for servers for this batch of this project, and the company will deliver them on schedule according to customer requirements.

No. 9 Company: It is planned to invest about 1.41 billion yuan in the construction of the South China base project of intelligent electric vehicles

Nine Company (689009) announced on the evening of December 26 that the company plans to invest in the construction of a smart electric vehicle South China base project integrating R&D, production and sales in Zhuhai City, Guangdong Province. The total investment of the project is about 1.41 billion yuan, and the construction period is expected to be 18 months after the start of construction of the project.

Kuang-Chi Technology: It is planned to invest in the construction of an advanced low-altitude UAV industry chain headquarters base project

Kuang-Chi Technology (002625) announced on the evening of December 26 that on December 25, the company signed the "Strategic Cooperation Agreement" with the Leshan Municipal People's Government in Leshan City, Sichuan Province, and signed the "Industrial Investment Agreement" with the Leshan Municipal People's Government, the Management Committee of Leshan High-tech Industrial Development Zone and the Qianwei County People's Government in Leshan City, Sichuan Province on the same day. The cooperation content of the "Strategic Cooperation Agreement" is as follows: 1. Establish the international headquarters of Kuang-Chi Technology. 2. Construction of advanced low-altitude UAV industry chain headquarters project. 3. Create a low-altitude economic and industrial agglomeration area. After the signing of the "Industrial Investment Agreement", the company plans to build an advanced UAV base project in Leshan City, Sichuan Province. The main construction content of the UAV base project is to set up the Guangqi Advanced Low-altitude UAV Industry Chain Headquarters Base, and introduce upstream and downstream industrial chain enterprises to gather in the jurisdiction of Leshan City, create a low-altitude economic and industrial agglomeration area, and empower regional economic growth with new quality productivity. The project will be constructed in three phases.

Dongfeng shares: received 320 million yuan of government subsidies related to income

Dongfeng Co., Ltd. (600006) announced on the evening of December 26 that the company received a government subsidy of 320 million yuan related to income on December 25, accounting for 160% of the company's audited net profit attributable to shareholders of listed companies in 2023.

What brokers are looking for today

GF Securities:

Macro: On December 25, the General Office of the State Council issued the "Opinions on Optimizing and Improving the Management Mechanism of Local Government Special Bonds" (hereinafter referred to as the "Opinions"). On the whole, the "Opinions" have greatly expanded the investment fields and the scope of capital use of special bonds; Second, it has expanded the margin of safety for the repayment of special bonds, creating conditions for the upper limit of the scale of special bonds in the future. The third is to decentralize the autonomy of special bond approval in some regions, clarify that projects under construction that have passed the application in previous years do not need to be declared repeatedly, and change from the first instance of the year to "regular declaration and quarterly review". These three reforms will help solve the blockages of the lack of eligible projects and the slow pace of issuance of special bonds in recent years, and help significantly improve the efficiency of the use of special bonds. For the financial market, one needs to pay attention to the impact of reform on the fiscal rhythm next year; Second, we need to pay attention to industries that may benefit from the "expansion" of special bonds.

Guotai Junan:

Iron and steel: In the long run, the improvement of industrial concentration and the promotion of high-quality development are the inevitable trends of the development of the steel industry in the future, and steel enterprises with product structure and cost advantages will fully benefit; In the context of stricter environmental protection, ultra-low emission transformation and carbon neutrality, the competitive advantage and profitability of leading companies will become more prominent.