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The Shanghai Composite Index opened 0.05% higher, the Shenzhen Component Index opened 0.05% lower and the Growth Enterprise Market Index opened 0.24% higher. The indices of agriculture, NMN and human brain engineering were among the top gainers, while the indices of smart speakers, CPO and car EDR were among the top losers.

The market focus stock Tianma (8 days and 4 boards) opened 4.72% lower, the cultural media sector Aofei Entertainment (5 days and 3 boards) opened 2.31% lower, Shanghai Film (6 days and 3 boards) opened 0.43% lower, the solar thermal power concept stock maiden voyage Hi-Tech (2 boards) opened 4.86% higher, Xizi Jieneng (2 boards) opened 3.68% higher, and the SAM model concept stock Tangyuan Electric.

1. The standard-bearer of the bull market will welcome you again! How big is the impact of CSI Finance sending a 30 billion yuan gift package?

In order to further reduce the cost of securities companies’ refinancing business, improve the efficiency of industry capital use and the level of refined and differentiated management of margin, on April 10th, CSI Finance lowered the margin ratio of securities companies.

Combined with many years of practical experience in refinancing business, according to the risk management ability, continuous compliance and business development of securities companies, CSI Finance adjusted the margin ratio of refinancing from second grade to third grade, among which, the margin ratio of companies with high credit quality was reduced from 20% to 5%; Companies with good credit standing will be reduced from 20% to 10%; The remaining companies were reduced from 25% to 15%.

At the same time, in order to further reduce the cost of market-making securities lending business and promote the development of market-making business, the margin ratio of science and technology innovation board market-making securities lending by CSI Finance has been lowered simultaneously, from 10% to 5% for companies with high credit standing and from 15% to 10% for companies with good credit standing.

Comments: Caitong Securities said that the policy-friendly period of the securities industry has just begun, and the profit reversal period of brokers has just begun. Reiterating the recommendation logic of the brokerage sector, in 2023, brokers will have a high probability of a bottom reversal. The agency suggested paying attention to orient securities, Industrial Securities, Guojin Securities, Oriental Fortune and other stocks.

2. Has the AI concept plummeted to the top? The organization had a quarrel.

On Monday, ChatGPT concept stocks suffered a fierce sell-off, which dealt a heavy blow to investors’ enthusiasm for doing more. By the close of April 10th, the ChatGPT index had fallen by more than 6%, the biggest drop in a single day.

Although the plunge in the sector dampened the confidence of the fund-raisers, according to the data of the after-hours list, institutions took the opportunity to buy. The data of the after-hours list showed that popular concept stocks such as Iflytek, Tuowei Information, Kunlun Wanwei and Jingjiawei were all bought by institutions. Yesterday’s market focus stock, 360, was also fiercely played by institutions. One institution appeared in the stock buying list, and two institutions appeared in the stock selling list, with a total net sales of 120 million yuan.

Comments:Before the ChatGPT concept stocks plummeted yesterday, CITIC Securities rarely released a research report on Friday to avoid the risk of AI theme speculation. Zhang Yidong of Industrial Securities also said that AI, the first main line of A shares this year, is very popular, and I am optimistic, but at the current high level, I suggest not to chase after it! If you haven’t bought it yet, investors who want to buy the digital economy and AI can wait until June.

3. Who is speculating in new shares? Dongcai’s business department "eats" 1.2 billion yuan a day, but the institutions are all selling.

After the market closed on April 10th, the Dragon and Tiger List was released, and the funds behind the first batch of 10 main board registered new shares rose across the board on the first day of listing also surfaced. Specifically, the institutional funds were "sold" uniformly, and eight new shares were sold by institutional seats, but none of the seats bought were on the list.

On the list of 10 new shares, Oriental Wealth has become the biggest "bright spot". The top five sales departments of five new shares, including Shaanxi Energy, CITIC Metal, Jiangyan Group, Zhongjing Technology and Baicheng, were all taken over by Oriental fortune securities Sales Department, while the remaining five new shares also had Oriental Wealth Sales Department, with a total net purchase amount of 1.22 billion yuan.

4, BYD zoom in! The first new energy intelligent body control system, Yunxiao, can run smoothly without a round of cars.

As announced by the former official, on Monday, April 10th, BYD officially released the world’s first exclusive intelligent body control system for new energy, named Yunqi.

The intelligent body control system of Yunqi was developed by BYD, which indicates that BYD has become a China automobile enterprise that can master the intelligent body control system independently, and has achieved deep system-level integration, filled the domestic technical gap, achieved a breakthrough from 0 to 1, and even surpassed the foreign technical level, achieving an upgrade from 1 to 2.

Wang Chuanfu said that Yunqi is the first body system to systematically solve the body control problem in the vertical direction. The system can sense the status of people, vehicles and roads in real time, and can keep the vehicle comfortable under complex road conditions.

In terms of safety, thanks to the application of cloud technology, the overall safety of vehicles will be further improved. In the most extreme case, even if one wheel is lost, the vehicle can still keep running smoothly. Wang Chuanfu revealed.

5. "The era of negative sales growth and zero income growth"? Liquor is scared to collapse! Is the first first quarter operating data beyond judgment? Institutions see it this way.

On the evening of April 10th, Shanxi Fenjiu announced that since 2023, the company has continuously deepened the market layout, actively built a comprehensive product matrix of Fenjiu, and strengthened the management of market order, and the market sales showed a good trend of steady growth. According to the company’s preliminary accounting, from January to March, 2023, the company is expected to achieve a total operating income of about 12.636 billion yuan, an increase of about 20% year-on-year; It is estimated that the net profit attributable to shareholders of listed companies will be about 4.452 billion yuan, a year-on-year increase of about 20%.

Comments:Double-digit performance growth is undoubtedly a "cardiotonic agent" when liquor stocks continue to slump. Previously, Wang Chaocheng, the chairman of Shengchu Consulting, who was well-known in the wine industry, believed that the wine industry as a whole would enter the "involution era" of negative sales growth, low income growth or zero growth and low profit growth for a long time, and it is likely to have just begun.

Zhang Yuguang, an analyst of open source securities, said that the industry has a clear understanding of the current weak recovery of the industry and has enough patience for the consumption power and consumption scenarios that have not fully recovered. At present, dealers mainly wait and see, but the industry is generally relatively optimistic about the second half of the year and still has confidence in the recovery trend.

6. Global giants actively increase their positions in China’s "stock king" Maotai, which is still the heart of many foreign giants.

A few days ago, the funds of global giants such as Schroeder, Fidelity International, JPMorgan Chase and Aberdeen Investment disclosed their latest positions. The data shows that global giants actively increase their positions in China. For example, Schroeder’s flagship fund has greatly increased its position in Meituan. Another flagship fund increased its position in Contemporary Amperex Technology Co., Limited. Maotai, the "stock king", is still the heart of many foreign giants. Morgan Allianz and other funds have increased their positions in Kweichow Moutai in the near future.

7. Six questions from Shanghai Stock Exchange about oriental materials! Huawei objected, the stock price fell, and the company urgently reminded of the risks.

Oriental Materials intends to acquire the target company TD TECH at a fixed fundraising price of 2.122 billion yuan.
The 51% equity continues to ferment. After being opposed by Huawei in the middle of the night on April 9, the share price of Oriental Materials fell by a word on April 10.

On the evening of April 10th, Dongfang Materials issued a risk warning announcement on the acquisition of the equity of the underlying assets. As of the announcement date, the company has not yet obtained TD.
The commitment document of Huawei, the minority shareholder of TECH, on giving up the right of first refusal. This transaction has the risk that Huawei, the minority shareholder, advocates the right of first refusal, which leads to the failure to implement the transaction.

It is worth noting that after the announcement of risk warning, Oriental Materials announced that it had received the work letter from the Shanghai Stock Exchange. The Shanghai Stock Exchange questioned this matter from six aspects: the rationality of cross-border acquisition, the business of the target company, the financial situation and transaction pricing of the target company, the payment related to the transaction, the terms of preemptive right, and the fluctuation of the previous stock price.

8. The prosperity of container transportation declined. The performance of Neptune, which earned 300 million yuan a day last year, dropped by 75% in the first quarter.

In the past year, the profitability of COSCO Sea Control reached a historical high. However, since the second half of 2022, due to geopolitical conflicts, high inflation and other factors, the demand in the container transportation market where the company is located is weak, and the freight rate has dropped significantly. The decline in the prosperity of container transportation has been reflected in the financial reports of industry leaders.

On the evening of April 10th, COSCO Haikong released its first-quarter performance forecast. In the first quarter of this year, the company estimated that the net profit attributable to its mother was about 6.933 billion yuan, a decrease of about 74.91% compared with the same period of last year.

Comments:For the follow-up trend of the container transportation market, according to the analysis of COSCO Marine Control, looking forward to 2023, the external environment will become more complicated and severe. The tense geopolitical situation, high inflation and the tight monetary policy adopted by European and American countries will continue to pose challenges to global economic development and commodity trade. The container shipping industry is facing long-term problems such as slowing demand growth, evolving trade pattern, accelerating decarbonization process, etc., and also facing the realistic test of intensified industry competition and increased capacity supply.

9. China Payment and Clearing Association proposes that employees in the payment industry use tools such as ChatGPT cautiously.

10. CCTV News: In recent years, the scale of China’s computing power industry has grown rapidly, with an annual growth rate of nearly 30%, ranking second in the world in terms of computing power scale.

11. Car Association: In March, the domestic retail sales of new energy passenger cars reached 543,000, a year-on-year increase of 21.9%.

1. Continue to off the charts! Chicken seedling leader’s income increased five times in March. A list of A-share chicken industry chain

After the close of trading on April 10th, the chick/chicken sector ushered in a positive boost, continuing the fiery heat in February. The sales data of A-share chick stocks continued in off the charts in March, with a year-on-year growth rate of over 4-5 times.

Yisheng’s sales revenue of white feather broiler seedlings in March was 346 million yuan, a year-on-year increase of 431%;

In March, Minhe Co., Ltd. earned 135 million yuan from selling commercial substitute chickens, a year-on-year change of 575.72%.

It is understood that China’s white feather chicken industry chain mainly involves Jimiao Yisheng and Minhe shares according to the upstream and downstream relationship; Chicken Shengnong Development, Xiantan Shares, Hefeng Shares; Food processing, Chun Xue food, etc.

2, multi-factor stimulation, the volume of May Day travel orders has increased greatly! Has the golden window on the left side of the plate arrived?

According to the Shanghai Stock Exchange, the latest travel booking data from Meituan and public comments show that this year’s booking peak has arrived in advance compared with previous years. As of April 10, domestic travel orders for the May 1 holiday increased by about 200% compared with the same period in 2019, the highest in five years. Among them, the cumulative booking volume of accommodation has been the same as that on April 25, 2019, which means that the pace of accommodation booking on May 1 this year is about two weeks earlier than that in 2019.

Dongguan Securities Research Report pointed out that the tourism industry gradually recovered in the first quarter, optimistic about the performance elasticity brought by the recovery of domestic travel. May 1, the summer tourism season is approaching, the supply of superimposed tourism resources is restored, and the cost of air tickets and fuel is greatly reduced, which is expected to accelerate the recovery of tourism travel. At present, the tourism travel sector has regained its valuation advantage. This year, the recovery of tourism travel is determined, and the overall recovery is expected to be low before and then high, entering the golden window of the left layout.

3. Digital Infrastructure | Shanghai: Strengthen the basic support of urban digital transformation, and promote the construction and layout of infrastructure such as network, computing power, perception and application as a whole.

4, intelligent driving | BYD released the "Yunqi" intelligent body control system, Wang Chuanfu: You can still drive smoothly if you lose a wheel.

5. Hydrogen Energy | The West-to-East Hydrogen Transmission Pipeline is included in the national plan, and large-scale long-distance hydrogen transmission is expected.

6. Photovoltaic equipment |N-type TOPCon cells are sought after by the industry, and there is huge demand for photovoltaic equipment.

7. Ophthalmology | The General Office of the Ministry of Education issued a document to promote the prevention and control plan for juvenile myopia.

8. Energy storage | Science and Technology Daily: It takes only 18 seconds to charge, and a new type of water-based zinc ion battery cathode material comes out.

Cinda Securities believes that the stock market style in April will be biased towards the market value; Huatai Securities said that it is concerned about the May Day peak season and optimistic about the continued upward trend of the aviation boom.

1. Cinda Securities: In April, the stock market style will be biased towards the market value.

Cinda Securities believes that from the historical experience, due to seasonal factors such as the expected cooling of the economy, the stock market style in April is likely to be biased towards the market value. However, after the TMT plate rose rapidly since the beginning of the year, the transaction congestion increased significantly. Unless this local transaction congestion is supported by continuous performance cash or a large amount of incremental capital inflows, the fluctuation risk will increase.

2. Huatai Securities: Pay attention to the May Day peak season and be optimistic about the aviation boom.

Huatai Securities Research Report said that it entered the data inspection stage in March. Although domestic fares were firm, there was uncertainty about the international recovery degree in the new aviation season, and the aviation sector performed weakly. With the recent warming of the weather and the superposition of the May Day holiday, public business activities and tourism trips are expected to increase, and the number of passengers may continue to increase and continue into the summer vacation; At the same time, the international line worked overtime steadily during the aviation season to jointly catalyze the share price of the aviation sector. In the medium and long term, we are firmly optimistic about the improvement of aviation supply and demand structure, the liberalization of superimposed full fare control, and the profitability of airlines is expected to make a breakthrough. In March, the airport company’s share price was divided due to the difference in recovery rhythm. However, in the peak season of civil aviation, the airport traffic may usher in a further recovery, which will drive the share price to rise. In the medium and long term, we are still optimistic about the hub airport, the trend of traffic collection remains unchanged, and the profit has more potential.

On the positive side, we are concerned that Zhongtian Technology’s net profit increased by more than 16 times last year. In terms of negative announcement, pay attention to the fact that the net profit of COSCO Haikong Q1 has dropped by over 70%.

Positive announcement

1. Zhongtian Technology: The net profit in 2022 was 3.21 billion yuan, up by 1,663.98% year-on-year.

2. Pulitzer: The net profit in 2022 was 202 million yuan, up 750.99% year-on-year.

3. Computer numerical control: the net profit in 2022 was 3.024 billion yuan, up 76.68% year-on-year.

4. Longji Green Energy: The net profit in 2022 was 14.78 billion yuan, a year-on-year increase of 62.66%.

5. Deye shares: It is estimated that the net profit in the first quarter will be 550-620 million yuan, up by 316.27%-369.24% year-on-year.

Negative announcement

1. Dongfang Materials warned about the acquisition of 51% equity of TD Tech (the stock fell on Monday).

2. Yuanjie Technology: The launched optical chip products cannot meet the requirements of 400G and 800G optical modules.

3. COSCO Haikong: It is estimated that the net profit for the first quarter will be 6.933 billion yuan, a year-on-year decrease of about 74.91%.

4. Research Institute: The net profit in 2022 was 103 million yuan, down 25.64% year-on-year.

5. Baichu Electronics: The net profit in 2022 was 480 million yuan, down 12.8% year-on-year.

6. Shapu Aisi: Shanghai Jingxing intends to reduce its shareholding by no more than 2%.

This article is reproduced from "Tencent Stock Selection", edited by Zhitong Finance: Xu Wenqiang.

　　Recently, an earthquake of magnitude 6.8 occurred in Luding County, Ganzi Prefecture, Sichuan Province. The disaster situation touched people’s hearts. Great Wall Motor urgently donated 2 million yuan worth of money and materials to help Luding County, Ganzi Prefecture, Zichuan, Shimian County, Ya ‘an City and the surrounding disaster areas. Among them, the Great Wall pickup truck with a total value of 1.5 million yuan was donated to the China Red Cross Foundation for disaster relief materials transportation, emergency rescue in disaster areas and support for subsequent reconstruction.

　　After the earthquake, roads were blocked due to landslides, gravel rolling and other reasons, and some roads became narrow and impassable. In the section where big trucks are difficult to pass, pickup trucks donated by the Great Wall can transport materials to the disaster area, support post-disaster reconstruction and enrich the shortage of local rescue vehicles by virtue of their strong passability, ability to get rid of difficulties and loading.

　　The Great Wall pickup truck will also pay close attention to the progress of post-disaster rescue and tide over the difficulties with the people in the disaster areas.

　　Rushing for disaster relief, empowering public welfare rescue standardization

　　All along, Great Wall pickup truck has been actively practicing public welfare and shouldering corporate social responsibility while developing itself.

　　Last year, the "7.20" torrential rain in Henan Province, the National Motorists’ Association of the Artillery Alliance gathered overnight, and more than 200 Great Wall cannons rushed to Henan for disaster relief, opening a life channel for more than 4,000 Zhengzhou residents. At the same time, the Great Wall pickup truck acted quickly and launched eight care policies to provide all necessary protection and services for the affected car owners and minimize vehicle losses.

　　More than that, Great Wall Artillery also established the first public welfare rescue college in the industry, and launched a centralized training camp focusing on solving the actual rescue situation, aiming to stimulate the enthusiasm of Great Wall artillery riders to participate in public welfare rescue, and also to make public welfare rescue professional and standardized, so that every rescue is awe of life.

　　At present, the Great Wall Gun Public Welfare Rescue College has graduated more than 110 users, greatly improving the practical skills of public welfare rescue and empowering users to standardize public welfare rescue.

　　Climbing Mount Everest to protect the scientific research and help the national task

　　In addition to in-depth rescue in the disaster area, the Great Wall Gun also climbed Mount Everest, crossed the desert and escorted the national scientific research with users.

　　In the activities of measuring Mount Everest for three consecutive years, the Great Wall Gun in 2020 helped the country successfully complete the guarantee task of Everest elevation measurement; In 2021, the Great Wall Cannon, together with more than 300 car owners and 120 Great Wall Cannons, stood the test of rain, snow, fog and other complicated weather and gathered at the foot of Mount Everest. In 2022, the full-line pickup truck model of the Great Wall Gun once again successfully arrived at Everest Base Camp to pay tribute to the spirit of climbers.

　　The Great Wall Artillery also escorted the successful completion of the scientific research task of Lop Nur, China Academy of Forestry. As the official vehicle for scientific research tasks, the Great Wall Gun, with its all-terrain off-road performance and towing rescue capability, broke through the harsh natural environment, escorted the scientific research workers all the way, ensured the successful completion of the national scientific research tasks as planned, and also contributed to wildlife and ecological environment protection.

　　Persist in caring for students and shoulder the responsibility of people’s livelihood

　　The Great Wall pickup truck is also concerned with rural revitalization and insists on caring for students. In 2021, the Great Wall pickup truck "Worry-free Service to China" was officially upgraded to the Great Wall Gun Action, which was upgraded in four aspects: service, culture, products and commerce, and truly realized the user-centered and built a brand-new value system in which brands and users grew together.

　　Everywhere the Great Wall pickup truck goes, it will offer love to the local send warm and help more people in need. Up to now, Great Wall pickup truck has established 98 demonstration villages in 20 provinces and cities across the country to help upgrade local characteristic industries and promote rural revitalization.

　　Committed to building a car with people’s livelihood value in thousands of industries, Great Wall Gun has launched a variety of products that meet the user’s car scene and meet the user’s needs, and also deeply linked with the user’s industrial format to create Great Wall Gun products, helping more high-quality, original and original ecological products to enhance value, get out of the mountains and lead the national tide.

　　No matter the disaster relief, or the establishment of public welfare rescue college; No matter measuring Everest or escorting the national scientific research, and insisting on caring for students, Great Wall pickup truck, as a leader in pickup truck industry, has always actively practiced corporate social responsibility and demonstrated its corporate responsibility. In the future, the Great Wall pickup truck will continue to uphold the initial intention of public welfare, set off the responsibility and responsibility of enterprises, and contribute to the society and users.

　　[Aika car test drive original]

　　On October 24th, the news that (|) Snake Performance’s high-performance version reached the top of Zhejiang’s fastest domestically produced mass-produced electric vehicles must have blown up the circle of friends of fans. And this week, I am very honored to be the first lucky person to test drive this high-performance version of the car. As for this newly-made domestic upstart, how much gold does it have? Let’s look down.

　　In recent years, the development of domestic new energy vehicles can be said to be very rapid, but everyone’s focus on domestic new energy vehicles is more on intelligence and cruising range, which can be said to be a weak item in performance. This time, the performance of Zhiji L7 Snake Performance in Zhejiang has even surpassed the top high-performance models such as AMG (|), (| |) Turbo S, (|), RS7, RS6, and it can be said that it is proud. Although its Zhejiang performance has just been refreshed by (|), it still ranks in the first echelon.

　　What major events may affect the capital market over the weekend? The highlights are summarized as follows:

　　Macro and market news

　　State-owned Assets Supervision and Administration Commission: Accelerate the construction ofA new type of power system with the main body

　　According to a report by Cailian on Saturday, the State-owned Assets Supervision and Administration Commission of the State Council held a special meeting on the work of central enterprises to keep warm and supply this winter and next spring on November 16th. The meeting demanded that the long-term mechanism should be improved, the construction of peak-shaving power supply should be promoted according to local conditions, investment in technological innovation should be increased, and the construction of a new power system with the main body should be accelerated. It is necessary to strengthen risk investigation, put safety in production in a prominent position, and serve the overall situation of ensuring supply and stability with a good situation of safety in production. Relevant responsible comrades of 17 central energy supply enterprises attended the meeting., State Grid, ChinaFour enterprises, such as Electric Power and National Energy Group, reported the situation of power supply protection on the spot.

　　Three departments: lend, withdraw and cut off loans to real estate enterprises in normal operation, and support real estate enterprises to raise funds through reasonable equity in capital market.

　　On Friday, the people of ChinaThe General Administration of Financial Supervision and the China Securities Regulatory Commission jointly held a forum for financial institutions to study the recent real estate finance,Key tasks such as launching and debt risk resolution of financing platforms.

　　The meeting emphasized that in the past, the financial sector actively cooperated with the competent departments of the industry and local governments, made comprehensive policies from both the supply and demand sides of the real estate market, maintained the stability of key financing channels such as credit, bonds and equity, supported the improvement of industry operations, optimized and adjusted individual housing loan policies, and made efforts to stabilize the real estate market, which achieved good results. Recently, financial departments and industry authorities jointly held a symposium on representative real estate enterprises.Understand the main financial needs of industry risk resolution and high-quality development. All financial institutions should thoroughly implement the deployment of the Central Financial Work Conference, adhere to the "two unwavering", meet the reasonable financing needs of real estate enterprises of different ownership equally, and spare no expense in lending, drawing loans and cutting off loans to real estate enterprises in normal operation.

　　Continue to make good use of the "second arrow" to support private real estate enterprises to issue bonds for financing. Support real estate enterprises to raise funds through reasonable equity in the capital market. It is necessary to continue to cooperate with local governments and relevant departments, adhere to the principle of rule of law and marketization, increase financial support for Baojiaolou, and promote the industry.. It is necessary to actively serve the construction of "three major projects" such as affordable housing, accelerate the reform of the supply side of real estate finance, and promote the construction of a new model of real estate development.

　　Three departments: consider the credit supply in the second two months of this year and the beginning of next year as a whole to promote the stable growth of China’s economy with the stability of credit growth

　　On Friday, the China Municipal People’s Government, the General Administration of Financial Supervision and the China Securities Regulatory Commission jointly held a forum for financial institutions. The meeting held that in the next step, we should strengthen our confidence, continue to exert our strength and make contributions for a long time, continue to increase policy implementation and work promotion, and persistently create a goodFinancial environment. It is necessary to implement the requirements of cross-cycle and counter-cycle adjustment, focus on strengthening the balanced supply of credit, and make overall consideration of the credit supply in the second two months of this year and the beginning of next year to promote the stable growth of China’s economy with the stability of credit growth. It is necessary to optimize the capital supply structure, revitalize the existing financial resources, increase financial support for major strategies, key areas and weak links, and enhance the sustainability of financial support for the real economy.

　　Securities and Futures Commission: Improve the regulatory rules and severely crack down on derivatives as a "channel"The behavior of futures market supervision

　　On Friday, the CSRC publicly solicited opinions on the Measures for the Supervision and Administration of Derivatives Trading (Second Draft for Comment). Among them, it is mentioned that the supervision rules should be improved and the behavior of circumventing the supervision of the futures market with derivatives as a "channel" should be severely cracked down. The CSRC has systematically sorted out this issue and standardized it in these Measures, including prohibiting the circumvention of the position limit system, the letter cover system and the reduction and sale restriction system through derivatives trading, prohibiting short-term trading, insider trading and market manipulation through derivatives trading, and prohibiting derivatives operating institutions from being bigger than listed companies., the actual controller, Dong Jiangao, and the subject of reducing holdings and restricting sales to carry out derivative transactions with the shares of the listed company as the subject matter.

　　Industry news

　　The third day of national talks: lively atmosphere delivers good newsEnterprises appear in anti-tumor drugs or concentrate on negotiations.

　　Today, on the third day of the national talks, according to the on-site observation of the reporters of Cailian Association, the number of enterprise representatives has increased significantly., AstraZeneca,, Deqi Medicine,Representatives of companies such as Novartis and Kelun appeared one after another. According to this, the reporter judged that anti-tumor drugs will be concentrated in negotiations today.

　　It is reported that Hengrui and other "PD-1 Four Little Dragons" will all negotiate for renewal or expansion of indications today, as well as cornerstones andCooperative PD-L1 suglimab injection. In addition, AstraZeneca is responsible for the negotiation of destrastuzumab for breast cancer drug DS8201 injection, which has also attracted much attention.

　　Directly hit the 2023 medical insurance country to talk about the next day: the pace is accelerating! More than 30 companies have appeared on hypoglycemic drugs or concentrated on negotiating varieties.

　　On Saturday, the four-day 2023 national health insurance talks entered the second day of the agenda. According to the reporter of science and technology innovation board Journal, it is estimated that more than 30 enterprises will participate in today’s negotiations, AstraZeneca,, Hunan Kelun, Liaoning, Bayer, Shijiazhuang Four Medicines Group and many other enterprises have made appearances.

　　According to the reporter’s statistics, among the enterprises participating in today’s negotiations, there are many products involving diabetes drugs. It is speculated that hypoglycemic agents are one of the key varieties to be negotiated today.

　　AI becomes the focus of high-tech fair:All-in-one machine attracts the audience to stop. The release of domestic Chiplet large model reasoning chip

　　Cailian reported on November 18th that the 25th China International Hi-Tech Fair (hereinafter referred to as "Hi-Tech Fair") was being held in Shenzhen. At the new generation information technology exhibition in Futian exhibition area, a huge server box with Logo was prominently placed in the center.

　　According to the on-site technicians of Luchen Technology introduced to the reporter of science and technology innovation board Daily, this equipment is the original DGX H800 all-in-one machine, and Luchen Technology independently designed and developed the corresponding large-scale model software service to match it, thus forming Luchen Technology’s Colossal-AI extremely fast large-scale model workstation for sale or rental.

　　Huawei Xiaomi’s new car is overcharged with fire? 4COn the eve of mass application, listed companies in the industrial chain "prepare for war"

　　The reporter of Cailian learned from the industry on Saturday that the 4C overcharge brought by the 800V high-voltage electrical architecture will be applied in batches next year. In addition, the reporter learned from a non-public survey summary that it is estimated that about 25 car companies have launched 800V PRO models at present, and they should make significant contributions to the increment next year.

　　At this stage,、When the layout 4C is overcharged. In the supply chain of 4C rechargeable battery, the shipments of both electrolyte and anode covering materials are not large. A person from a negative material factory told Cailian that the fast-charging negative electrode shipped by the company in recent years can basically reach 4C. According to its forecast, the shipment of 4C negative electrode is expected to be the same as that of ordinary negative electrode in the next year. And more related industrial chains have their production capacity layout.

　　Huawei not only asks the intellectual circles, Yu Chengdong: There are also two "circles", from BAIC and Jianghuai.

　　The 2023 Guangzhou Auto Show officially kicked off on Friday. Yu Chengdong, managing director of Huawei, CEO of BG, and chairman of BU, a smart car solution, appeared at the auto show. In an interview with the media, he revealed that there will be two "boundaries" from BAIC and JAC after the world of intelligence.

　　This time, Huawei HarmonyOS Zhixing participated in the exhibition as an independent booth for the first time, and its debut models also included Wenjie M5 Urban Huancai suit, Wenjie New M7 and Zhijie S7. In addition, the high-end luxury car M9 also made its first public appearance at the auto show, and it is planned to be officially listed in December this year. Yu Chengdong warmed up the M9, which made its first public appearance. There were many "secrets" and the turning radius was very small, so it "drove like a car".

　　Exclusive |Next week, the price of the China market will continue to increase.

　　On Friday, Blue Whale reporter learned from close insiders that after three consecutive price increases, the China market price will be raised again next week.

　　Company news

　　This week, more than 10 listed companies intensively disclosed the business progress related to computing power.The interactive platform said that in the future, the rental price of computing power will be adjusted according to various factors.

　　continueTuesdayIt is planned to raise the charge of NVIDIA A100 computing service entrusted for operation by 100%. According to incomplete statistics, as of press time, this week includes parallel technology,、、、、、、, cloud from technology,、、、、andMore than 10 listed companies have also announced or responded to the progress of computing business on the interactive platform. Among them, the interactive platform said that the first phase of the company’s intelligent computing center will provide about 2500P computing power rental services, and the rental price will be adjusted according to various factors. Parallel science and technology announcement, purchasing 22 A800 AI computing servers from Ziguang Huashan. Announced the signing of a 346 million yuan computing service framework.The unit price is 180,000 yuan /P/ year. Xiaocai Note: In September, it signed a 346 million yuan computing service framework agreement with Qinghai Unicom, and the service fee was calculated according to the tax of 120,000 yuan /P/ year. According to this calculation, the company’s computing lease fee increased by 50%.

　　Shenzhen Zhengwei’s largest industrial park stopped production for two months.

　　Interface News reported on November 17th that Quanwei (Tongling) Copper Technology Company, a subsidiary of Shenzhen Zhengwei (Group) Co., Ltd., suspended production. "In the first half of this year, the company’s production situation was still good. After entering the second half of the year, it began to decline gradually. A few days ago, the company notified the holiday." A staff member of Quanwei Copper said. A document issued by the human resources department of Quanwei Copper, which the reporter was informed of, shows that all employees of Quanwei Copper temporarily stopped working on November 9, tentatively for two months. During the holiday period, the salary of personnel shall be paid according to the minimum wage standard of Tongling City.

　　More than 10 listed companies in Tik Tok responded intensively to the short video of testing water.It is said that the income source of its Tik Tok-certified MCN institutions may be broadened

　　Tik Tok started to pay for testing short video content. As of Friday’s close, it has related business cooperation with Tik Tok.20CM daily limit for two consecutive trading days,、andAlso harvest two boards. According to the incomplete statistics of Cailian, as of press time, including,,、、、、、、、andMore than 10 A-share listed companies, including Tik Tok, responded to the business impact of content payment or related cooperation with Tik Tok on the interactive platform in the past two days.

　　Among them, it is said that the income source of Tik Tok Star Map Service Provider and Tik Tok Certified MCN Agency, whose subsidiary Cinema Tianxia continues to export the content of Daren account in the fields of plot and evaluation, may be broadened. It is a local life service provider and live broadcast agent in Tik Tok, and its subsidiary Zhangwei Technology and other companies have also participated in short drama and short video services in Tik Tok.

　　Behind the expansion of Huawei’s smart car selection model, 11 listed companies in A-share circle of friends supply two or more cooperative car companies at the same time.

　　Yu Chengdong revealed in the latest interview with the media at Guangzhou Auto Show that there will be two "circles" from BAIC and JAC after asking the world and the intellectual world. At the same time, at the auto show, the M9 made its debut for preheating, and the S7 of Zhijie started the big set. Yu Chengdong said at the S7 pre-sale meeting in Zhijie last Thursday that at present,There are four partners in the smart car selection model, including, Chery, Jianghuai, BAIC.

　　According to the incomplete arrangement of Cailian, the suppliers, Chery,A-share parts manufacturers with two or more enterprises in BAIC Group include、、、、、、、、、and. Among them, mainly suppliers such as Jianghuai, Chery and BAIC Group. Supply ordinary wheel hub products for Xiaokang, Chery and Jianghuai passenger cars. To supply bumper products, to supply shock absorption products, and to supply shock absorption and pedal products to Chery. Xiaocai Note: Since the June low, the cumulative maximum increase of the stock price has nearly doubled, and it recorded 17 days and 8 boards in intraday trading on Friday.

　　Five-link plate: The company’s smart car management and other services are applied to intelligent driving in driving test training scenarios different from passenger car scenarios.

　　After-hours announcement on Friday, the company was concerned that some media listed the company as a smart driving concept stock. In the company’s main business, smart vehicle management and smart driving and training business focus on driver training and examination and the information field of vehicle management office, which is applied in the driver examination and training scene, which is different from intelligent driving in the whole scene of passenger cars.

　　The research and development project of brain-computer interface is not expected to affect the company’s production and operation in the short term.

　　After-hours announcement on Friday, the company’s brain-computer interface R&D project is a special project of Jiangsu Province’s key R&D plan. As a project participant, the company undertakes the research and development of sub-projects. At present, the project is in the research and development stage, and it is expected that it will not affect the company’s production and operation in the short term, nor will it generate sales revenue. The company uses Beidou technology to develop and produce timing products, and its annual sales revenue in 2022 is about 20 million yuan. It is estimated that the sales scale in 2023 will be the same as that in 2022. The revenue scale of such products accounts for less than 0.5% of the company’s sales revenue in 2022, with a small proportion.

　　Overseas news

　　SpaceX confirmed that it lost contact with Starship and was forced to trigger its self-destruction system.

　　According to CNN’s report on Saturday, SpaceX’s second test flight was better than the first, but unfortunately, it failed to complete all the scheduled plans and eventually exploded again. According to the report, a few minutes after the launch of the "Starship", Space X Company has confirmed that it lost contact with the "Starship" and its self-destruction system has been forced to trigger.

　　Investors put pressure on the board of directors to let go.Man or return to OpenAI?

　　According to a report by Cailian on Sunday, OpenAI suddenly announced the dismissal of CEO Sam Altman on November 17th, US time. The latest report shows that it is not impossible for Mann to return to OpenAI.

　　Bloomberg quoted people familiar with the matter as saying that OpenAI’s investors are putting pressure on OpenAI’s board of directors to revoke the recall decision. The above-mentioned insiders also said thatCEO Satya Nadella has been in contact with altman and promised to support him no matter what measures altman takes next. Under heavy pressure, the tone of OpenAI’s board of directors softened. Brad Lightcap, its chief operating officer, came forward and said in another note sent to employees on Saturday morning (November 18th, US time) that there was no "dereliction of duty" behind altman’s dismissal, but there was a communication barrier between altman and the board. According to The Verge, the board of directors of OpenAI is negotiating with altman, hoping that he will return.

　　According to the Wall Street Journal, altman is considering returning, but he has told investors that if he returns, he hopes to have a new board of directors and governance structure. People familiar with the matter said that he had discussed setting up another company to hire former OpenAI employees, including several who resigned in protest against his dismissal. People familiar with the matter said that altman expected to make a decision between the two options as early as this weekend.

　　Hundreds of layoffs in Alexa department say they will focus more on production.

　　On Friday, local time, the American technology giant announced that it would cut hundreds of jobs in Alexa’s voice assistant business department, on the grounds that the business focus has changed and more resources will be invested in the production field. In addition, some projects are planned to be suspended, but the exact scale of layoffs or which projects are planned to be suspended are not specified.

　　The storm of Samsung’s head has started again! South Korean prosecutors accused him of manipulating stock prices and demanded a five-year imprisonment.

　　On Friday, South Korean prosecutors accused Lee Jae-yong, the head of Samsung Electronics, of accounting fraud and stock price manipulation in the $8 billion merger of Samsung’s subsidiary in 2015, demanding that he be sentenced to five years’ imprisonment. Lee Jae-yong denied any wrongdoing at the hearing. This hearing is the last hearing of the lower court before the ruling. It is expected that the final ruling of the lower court will be made within a few months, and will be finalized at the latest early next year, thus ending a trial that lasted for three years.

　　The three major US stock indexes closed slightly higher, all of which recorded three consecutive weekly gains.

　　The three major US stock indexes closed slightly higher on Friday, all of which recorded three consecutive weekly gains. The Dow rose 0.01%, up 1.94% this week; The Nasdaq rose by 0.08%, up 2.37% this week; The S&P 500 index rose by 0.13%, and this week it gained 2.24%. Large technology stocks were mixed, and Google fell more than 1%., NVIDIA,Slight decline; Amazon rose more than 1%, Meta,、A slight increase. Energy stocks rose across the board,、Up more than 2%,、、Up more than 1%.