The implementation of equipment update subsidy policy is expected to boost the explosion of demand for transportation equipment.
① The Ministry of Finance and 4 other departments have issued a notice to implement equipment update loans and financial discount policies. For loans issued by banks to operating entities that meet the reimbursement for refinancing conditions, the central finance will provide a 1 percentage point interest subsidy on the principal of the bank loans to the operating entities. ② According to the research report of China Galaxy, promoting digital and modern production through equipment updates is conducive to promoting new productive forces and helping to open a new cycle of Zhu Gelra.
This week has added 7 more! In June, a total of 13 stocks were delisted or locked for delisting, including ST Aikang, which had 31 consecutive limit down days.
① After trading hours on Friday, ST Aikang, ST Yili, ST Dima and *ST Baan announced that they had received prior notices of intention to terminate the listing of the company's stocks; ② According to incomplete statistics, a total of 13 listed companies were terminated or locked for delisting in June (see table); ③ Since the day it was “capped”, the stock price of ST Aikang has been continuously halted for 31 consecutive limit downs.
Huawei will launch a new product, CarRoute Cloud, in the second half of the year. The industry may enter a explosive growth stage from 1 to N.
Ma Jindou, the president of Huawei's wireless network product line in the field of vehicle networking, stated at the CICV 2024 Technology Week International Conference on the 19th that Huawei will launch new products in the second half of this year to solve the short board in vehicle-to-cloud, road-side and perception. Li Muhua of GTJA Securities believes that the V2X industry has entered an explosive growth stage from 1 to N, and is bullish on companies that lay out V2X.
Redstone China still holds shares in 18 A-share listed companies, while reducing its shareholding in Grindeep by 5%.
Sequoia China participated in Grail's Series A financing in 2014, and the latter was valued at about 500 million yuan in 2017. Based on this estimation, Sequoia China's investment performance is good. Since the tightening of IPO, Sequoia China has successively reduced its shareholdings in 12 A-share listed companies, such as Dongpeng Holdings and Muyuan Shares. As of the first quarter report, Sequoia China still holds 18 A-share listed companies.
The International Smart Networked Autos Conference will soon be held, and the sector of the cloud connecting cars and roads may receive another strong catalyst.
The 11th International Smart Connected Autos Conference (CICV2024) will be held from June 18th to 20th, 2024. CICV2024 has set up multi-level, multi-perspective, and multi-level activities around the integration of vehicle-road-cloud. CITIC Securities believes that high-level autonomous driving can effectively solve many pain points such as the cost increase of manpower, traffic safety, and driver shortage, and the potential market space for autonomous driving exceeds tens of trillions of yuan.
In order to extend its life, ST Dimah has frequently used its special strategies to sign three cooperation agreements, all of which are non-binding and have been questioned by inquiry | Quick reading announcement.
ST Dimar announced last night that it has reached a strategic cooperation intention with Chongqing FOTON Venture Capital Co. This is the third time in nearly a month that ST Dimar intends to cooperate with state-owned enterprises. Due to the lack of specific cooperation items in the three cooperation agreements and the lack of legal binding force, the company received an inquiry letter from the Shanghai Stock Exchange requiring a self-examination of whether there is a situation of using the unconstrained framework agreement to speculate on stock prices.