ATFX-Monday class A sharing breakfast: data elements related conference

atfx- [Market Review]

1. Last Friday, the three major indexes collectively closed up. As of the close, the Shanghai index rose by 0.23%, the Shenzhen Composite Index rose by 0.67%, and the growth enterprises market index rose by 0.95%.

2. The turnover of the two cities is 1.05 trillion yuan, and the total net purchase of northbound funds is 2.742 billion yuan.

3. On the disk, the concept of superconductivity rose and strengthened in the late session; the concept of Internet finance rose by the limit; in addition, the concept of Xinchuang and telecom operations, media entertainment, brokerages and other sectors were among the top gainers; concepts such as CXO, prefabricated dishes, and China Shipbuilding, Textile Apparel, Construction Machinery and other sectors were among the top losers. More than 2,600 stocks in the two cities fell.

ATFX-[Important News Inventory]

macro news

1. The Employment Income Distribution and Consumption Department of the National Development and Reform Commission organized a departmental symposium. In the next step, the National Development and Reform Commission will work with relevant departments to study and formulate policies and measures to increase the income of low-income people and expand the middle-income group.

2. The State Administration of Taxation issued the "Measures to Promote the Continuous Launch and Optimization of the" Convenient Tax Spring Breeze Action "Private economyNotice on the development of high-quality services.

3. The Securities Supervision Commission issued the "Measures for the Administration of Independent Directors of Listed Companies" to clarify the qualifications and appointment and removal procedures of independent directors. The "Measures" will come into force on September 4, 2023.

4. The Shenzhen Stock Exchange has publicly solicited opinions on the system of inquiry, transfer and placement of shareholders in the growth enterprises market to promote "relay investment" and attract long-term funds into the market.

5. The latest news from the Ministry of Water Resources shows that due to the impact of rainfall, floods above the warning level have occurred in 50 rivers, of which 12 rivers have exceeded the protection flood, and 4 rivers have experienced the largest flood since the measured data. The Ministry of Water Resources has upgraded the flood prevention emergency response in Inner Mongolia, Jilin and Heilongjiang to level III.

ATFX-Industry news

1. Researchers from the Institute of Physics of the Chinese Academy of Sciences said in an interview that the latest video of the Korean team has not yet verified room temperature superconductivity, which is essentially the same as the previous video. The specific details of LK-99 diamagnetism need to be calculated through more experimental details.

2. The Zhengzhou Housing Provident Fund Management Center issued a notice that starting from August 7, when using housing provident fund loans to purchase the first or improved housing for families in the administrative area of Zhengzhou, the minimum down payment ratio for the purchased housing is 20%.

3. Nanjing issued a notice to subsidize the purchase of new commercial housing, and to levy housing tickets for collective land housing.

4. Chengdu proposes to promoteThe computing power industry is autonomous and controllableWe will develop high-end hardware such as chips, server machines, and liquid cooling equipment.

According to the real-time data of Lighthouse Professional Edition, as of August 5, the total box office including pre-sale in the summer of 2023 has exceeded 14 billion.

Company news

1. In response to the two patent invalidation decisions recently announced by the relevant departments,Ningde eraThe relevant person responded that he had been notified and planned to file an administrative lawsuit within the statutory time limit.

2、Great Wall Securities2023 half year to achieve operating income of 2.20 billion yuan, an increase of 5.3%; net profit 889 million yuan, an increase of 105.04%.

3、Dong-E E-Jiao2023 semi-annual operating income 2.167 billion yuan, an increase of 18.69%; net profit 531 million yuan, an increase of 72.29%.

4、Gold Securities Co., Ltd.Director Xu Minbo, who holds 5.67% of the shares, intends to reduce his holdings by no more than 9.893 million shares and no more than 1.05% of the company's current total share capital.

5、Bailey ElectricThe company's main business does not involve "room temperature superconductivity" related business, nor has it carried out related research and development and investment.

6、Camel sharesThe company has been added to the Entity List by the U.S. Department of Homeland Security and is currently fully evaluating the potential impact of this incident on the company.

7、Xiangyu MedicalLi Zhiqiang, the company's core technical staff, resigned from the company due to personal reasons and completed the resignation procedures recently.

8、NorthglassThe application for issuing shares to a specific target was accepted by the Shenzhen Stock Exchange.

[Opportunity Reference]

Data elements related conferences are coming

The 2023 China Digital Economy Innovation and Development Conference will be held in Shantou City, Guangdong Province from August 16th to 18th. M Data: Signed cooperation agreements with a number of data exchanges, and is actively building three major data platforms: cloud, data, and chain.

Power semiconductor manufacturer Infineon announces expansion of production

Infineon announced plans to invest up to 5 billion euros in the next five years to build the world's largest 8-inch SiC power wafer fab. The global popularity of new energy vehicles is accelerating, and the power density standard continues to improve, providing an opportunity for the SiC industry to land. In the current electric vehicle development roadmap formulated by various countries, the power density standard is approaching the performance limit of mainstream Si-based devices, and SiC devices have become an ideal replacement. According to Yole's forecast, the global silicon carbide power device market size is expected to grow to 6.297 billion US dollars in 2021-2027, maintaining an average annual growth rate of 34%.

Musk posted that he is developing "vehicle control" and is expected to achieve fully autonomous driving by the end of this year

Musk recently posted on the "X" platform, in which he mentioned that Tesla is currently developing "vehicle control" and is expected to achieve fully autonomous driving by the end of this year. Musk claims "fully autonomous driving", that is, L4 and L5 level autonomous driving, the vehicle completes a series of driving tasks by itself. Industry media Electrek believes that Tesla plans to rely more on AI to control the vehicle, rather than relying on hardcoding instructions to speed up the landing process of Tesla FSD.

Another giant is entering the game of humanoid robots

According to media reports, Samsung Electronics has recently started formulating a strategy to enter the robot market, with the planning team of the Device Experience (DX) department leading the project. Analysts said the move is aimed at the field of artificial intelligence-driven humanoid robots being developed by Tesla, Google and Microsoft. To this end, Samsung has also delayed the launch of wearable robots for healthcare. According to Goldman Sachs, the humanoid robot market may reach $154 billion in 2035.

[Important Calendar]