It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Capacity going global again with yunnan energy new material planning to invest 2 billion yuan in building a separator project in Malaysia | Quick read announcement
1. Yunnan Energy New Material plans to invest 2 billion yuan to build a membrane isolation project in Malaysia, with a planned annual production capacity of approximately 1 billion square meters; 2. Since the beginning of this year, the company has continuously increased its overseas production capacity construction plans, and in June announced its plan to invest 0.447 billion euros in the second phase of Hungary.
The State Tobacco Monopoly Administration has released new regulations on electronic cigarettes, and there is expected to be further improvement in market share for leading companies.
①The State Tobacco Monopoly Administration issued a notice on the amendment and issuance of the Regulations on the Management of Electronic Cigarette Trade. The notice mentions that the competent administrative department of the State Tobacco Monopoly Administration is to establish a national unified platform for the management of electronic cigarette trade. ②Lü Mingzhang of Caitong Securities pointed out that in the long run, non-compliant products will gradually be eliminated, and market share is expected to further concentrate, which is bullish for leading companies in production, brand and other aspects.
Isolation Membrane Leader Expands Production Overseas: Yunnan Energy New Material Plans to Invest 447 Million Euros in Hungary Phase II | Quick Announcement
Yunnan Energy New Material plans to invest 447 million euros in Hungary to build a second phase of isolation film production line and supporting factory, with a total capacity of about 800 million square meters per year. According to the research of Gao Gong Lithium Industry, overseas isolation membrane prices remain more than twice that of domestic prices, with gross margins reaching 60%-70%.
Late-night response to the Shenzhen Stock Exchange! Why did Hongbo Co., Ltd. dismiss Zhou Weiwai? Can the computing power contract be fulfilled as usual? | Speed reading announcement.
Hongbo Co., Ltd. replied to the Shenzhen Stock Exchange's annual report inquiry letter tonight, stating that contracts related to AI computing power with Peking Jingneng, Baichuan Intelligence, and Ziguang Xiaotong may pose risks of contract performance failure. Meanwhile, Hongbo Co., Ltd. responded that the dismissal of Zhou Weiwei was mainly to prevent the subsidiary from losing control.
Nvidia is about to host AI Summit AI or bring new opportunities to industrial digitalization
① According to media reports, NVIDIA will hold an AI summit on June 5 to discuss in depth the practical application of AI in manufacturing, healthcare, research, etc. ② Galaxy Securities believes that the development of artificial intelligence has brought new opportunities for industrial digitalization.