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Lanfu Information 2024.7.23

2024-07-23

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1. Important Information

1. The National Development and Reform Commission and five other departments issued the "Special Action Plan for Energy Conservation and Carbon Reduction in the Electrolytic Aluminum Industry". The plan mentioned that by the end of 2025, the proportion of production capacity above the energy efficiency benchmark level in the electrolytic aluminum industry will reach 30%, and the production capacity below the energy efficiency benchmark level will complete technical transformation or be eliminated, the proportion of renewable energy utilization in the industry will reach more than 25%, and the output of recycled aluminum will reach 11.5 million tons. Through the implementation of energy-saving and carbon-reduction transformation, the electrolytic aluminum industry will save about 2.5 million tons of standard coal and reduce carbon dioxide emissions by about 6.5 million tons from 2024 to 2025. By the end of 2030, the energy consumption and carbon emissions per unit product of the electrolytic aluminum industry will be significantly reduced, the use of renewable energy will be further improved, and important breakthroughs will be made in energy-saving and carbon-reduction technologies such as low-temperature aluminum electrolysis, new continuous anode electrolytic cells, inert anode aluminum electrolysis, and recycled aluminum grade retention. The supply capacity of high-end aluminum products has been greatly improved, and the green and low-carbon development of the industry has achieved remarkable results.

2. The General Office of the National Healthcare Security Administration issued the "Notice on the 2.0 Version of the Grouping Scheme for Payment by Disease Group and Disease Score and Further Promoting Related Work". In order to implement the spirit of the 20th National Congress of the Communist Party of China and the Second and Third Plenary Sessions of the 20th Central Committee, continue to deepen the reform of medical insurance payment methods, and continuously optimize the technical standards of medical insurance payment, the National Healthcare Security Administration organized experts to study and formulate the 2.0 Version of the Grouping Scheme for Payment by Disease Group (DRG) and the 2.0 Version of the Disease Score (DIP) Payment Disease Database (hereinafter referred to as "2.0 Version Grouping").

3. In the first half of the year, the government fund budget revenue was 1991.5 billion yuan, a year-on-year decrease of 15.3%. The central government fund budget revenue was 207.3 billion yuan, a year-on-year increase of 8.4%; the local government fund budget revenue was 1784.2 billion yuan, a year-on-year decrease of 17.4%, and the state-owned land use right transfer revenue was 1526.3 billion yuan, a year-on-year decrease of 18.3%.

4. As of the end of June, the number of participants in basic pension, unemployment and work-related injury insurance nationwide was 1.071 billion, 243 million and 299 million, respectively, up 14.23 million, 3.88 million and 4.78 million year-on-year, respectively. From January to June, the total income of the three social insurance funds was 4.1 trillion yuan, the total expenditure was 3.6 trillion yuan, and the accumulated surplus at the end of June was 8.8 trillion yuan. The system was generally stable. The number of social security card holders nationwide was 1.38 billion, and more than 1 billion people also received electronic social security cards.

2. Zhejiang News

1. In the first half of the year, Zhejiang Transportation Group has completed a total investment of 34.494 billion yuan in transportation infrastructure. As a key project of the province's "one-hour" transportation circle, the Hangzhou-Wenzhou High-speed Railway has entered the joint commissioning and testing stage and is scheduled to be ready for traffic in August this year. The Tongsu-Jiaxing-Ningbo Railway, with a total investment of over 100 billion yuan, has also accelerated its project construction. The Nanshi to Nanma section of the Yidong Expressway will also be completed within the year, and four new expressway projects including the Hangzhou section of the Hangzhou-Chunkai Expressway will be started.

2. According to the Zhejiang Provincial Commission for Discipline Inspection and Supervision, Ke Xinye, former deputy secretary of the Party Leadership Group and deputy director of the Taizhou Municipal People's Congress Standing Committee, was suspected of serious violations of discipline and law and voluntarily surrendered himself. He is currently undergoing disciplinary review and supervision investigation by the Zhejiang Provincial Commission for Discipline Inspection and Supervision.

3. Hangzhou issued a notice on several measures to support the high-quality development of the entire artificial intelligence industry chain, which mentioned the creation of industrial clusters in subdivided fields. Focusing on building the computing power base, model cornerstone and data support of the entire artificial intelligence industry chain, strengthen the linkage between cores and machines, the connection between the whole and the parts, and industrial collaboration, and cultivate a number of industrial clusters in subdivided fields such as high-performance chips, high-speed optical networks, high-performance liquid-cooled servers, artificial intelligence algorithms, and multimodal data sets. Strengthen the introduction and cultivation of high-quality enterprises. Focusing on the fields of the entire industry chain such as intelligent computing power, large models and application empowerment, vigorously introduce and cultivate new forces that are in the key links of the industry chain, have independent core technologies, and are high-growth, and support qualified enterprises to apply for Hangzhou headquarters enterprises. Accelerate the cultivation of leading enterprises with industrial chain control capabilities and international competitiveness, and reward the first-time recognized manufacturing "single champion" enterprises, national specialized and new "little giant" enterprises, and provincial "hidden champion" enterprises in accordance with relevant policies.

4. At 5:00 today, Typhoon Gemi was at 19.2°N, 125.2°E, 1,079 km from Wenzhou, with a maximum wind force of 13 and a central pressure of 960 hPa. It was moving in a northerly direction at a speed of 20 km/h. According to the latest forecast of the meteorological department, affected by the subtropical high pressure, the path of Typhoon Gemi will be adjusted to the south. After research, Wenzhou Maritime Safety Administration issued a typhoon warning level III at 8:00 on July 23. Affected by Typhoon Gemi, as of 8:00 on the 23rd, there were 616 ships (non-fishing boats) taking shelter in Wenzhou.

3. Good news

Haibo Heavy Industry:Net profit in the first half of the year is expected to increase by 189%-300% year-on-year.

Dow Technology:The net profit in the first half of the year is expected to be 88 million yuan to 132 million yuan, reversing the loss year-on-year.

Jingyi shares:Signed a RMB 1.064 billion electrolytic copper procurement contract.

Heertai:It plans to invest 1.188 billion yuan through a wholly-owned subsidiary to build a manufacturing base. The total investment amount of the project is approximately 1.188 billion yuan, and it is planned to be completed and put into production before December 2027.

Jingyi shares:Signed a RMB 1.064 billion electrolytic copper procurement contract.

Ruima Precision:Obtained a designation for a new energy vehicle product project worth RMB 107 million.

Changyuan Power:It is planned to invest 7 billion yuan to build new energy projects.

Huaxiang Shares:It plans to increase the capital of its holding subsidiary WHI Casting by US$16.05 million with its related parties.

Public Transportation:The company's price-to-earnings ratio and price-to-book ratio deviate from the industry average, and the cumulative deviation of the stock's closing price increase for three consecutive trading days (July 19, July 22, and July 23, 2024) has reached more than 20%.

4. Bad news

Jingfang Technology:Shareholder China New Venture Capital plans to reduce its holdings by no more than 2%.

Saiteng shares:Some directors, supervisors and senior managers plan to reduce their holdings of the company's shares by no more than 596,600 shares.

*ST Shentian:If the stock's closing market value has been below 300 million yuan for 19 consecutive trading days, there is a risk of being delisted.

Fuda Alloy:The actual controller's joint actors illegally reduced their holdings by 500 shares and promised to repurchase.

Sailon Pharmaceuticals:Shareholder Sailon Juzhi plans to reduce its holdings by no more than 1%.

Chenhua shares:Shareholders plan to reduce their holdings by no more than 2.7997 million shares in total.

Silver Basis New Materials Co., Ltd.:Shareholder Brad plans to reduce his holdings by no more than 1.80%.

Dongni Electronics:The company and relevant responsible persons received a warning letter from the Zhejiang Securities Regulatory Bureau.

5. Changes in senior management

Phoenix Media:Xie Zhijian was appointed as the company's deputy general manager and secretary of the board of directors.

Patek Seiko:Securities affairs representative Fang Zhixiang resigned.

a perfect world:Appointed Gu Liming as the company's chief executive officer.

Baiyun Mountain:Chairman Li Chuyuan resigned and Vice Chairman Yang Jun took over the duties of Chairman.

VI. Changes in Assets

Ning Communication B:It is planned to transfer 100% of the equity of Nanman Company to Nangui Company.

Core Source Micro:Shenyang Advanced Manufacturing plans to transfer 1.00% of its shares by inquiry.

Win when you win:The shareholder intends to transfer 5.0008% of the company's shares to Hang Seng Electronics.

Hang Seng Electronics:It plans to acquire 5% of Yingshisheng’s shares for RMB 180 million.