This week, the weekly report in the field of hard science and technology includes: eight departments including the Ministry of industry and information technology: promoting the safe echelon application of waste power batteries in the fields of power backup, charging and replacement; Shanghai: promote the listing of high-tech enterprises on the science and innovation board; Semiconductor Manufacturing International Corporation(688981) in the fourth quarter, the revenue was $1.58 billion, an increase of 61% year-on-year; Tesla‘s revenue in China exceeded US $13.8 billion last year, a year-on-year increase of 107.8%.
policy
eight departments including the Ministry of industry and information technology: promote the safe echelon application of waste power batteries in the fields of standby, charging and replacement
Eight departments including the Ministry of industry and information technology issued the implementation plan for accelerating the comprehensive utilization of industrial resources. The scheme proposes to improve the management system and strengthen the whole life cycle traceability management of power batteries of new energy vehicles. Promote cooperation between upstream and downstream of the industrial chain to jointly build recycling channels and build a cross regional recycling system. Promote the safe echelon application of waste power batteries in the fields of power backup, charging and replacement. Build a number of echelon and recycling demonstration projects in key areas such as Beijing Tianjin Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area. Cultivate a number of echelon and recycling backbone enterprises, and strengthen the R & D and promotion of technologies such as nondestructive testing of power batteries, automatic disassembly and efficient extraction of valuable metals.
Ministry of Commerce: vigorously develop digital trade and create a digital trade demonstration area
Gao Feng, a spokesman for the Ministry of Commerce, said that this year, the Ministry of Commerce will continue to promote the reform, opening up and innovation of service trade, focusing on the following aspects: first, work with relevant departments to solidly promote the implementation of the 14th five year plan for the development of service trade and implement various tasks and measures. Second, study and promote the introduction of a number of new policies and measures to vigorously promote the high-quality development of digital trade, technology trade and foreign cultural trade. Third, explore the institutional opening-up path of trade in services, and promote the introduction of the national version of the negative list of cross-border trade in services. Fourth, continue to promote the pilot of innovative development of trade in services, implement various policies and measures, and summarize and promote more institutional innovation achievements. Fifth, select areas with remarkable pilot results and upgrade and build a national demonstration zone for innovative development of service trade. Sixth, promote the upgrading and expansion of the export base of characteristic services, improve the base management system and promotion system, and implement various policies and measures to support the development of the base.
Shanghai: promoting the listing of high-tech enterprises on the science and innovation board
The 2022 Video Conference on the reform and development of state-owned assets and state-owned enterprises and Party building in Shanghai was held on February 10. In 2022, Shanghai will deepen the reform of mixed ownership, promote the listing of high-tech enterprises on the science and innovation board, and promote a number of secondary and tertiary enterprises to introduce strategic investors or joint restructuring. We will improve the incentive and restraint mechanism and promote a number of listed companies and scientific and technological innovation enterprises to implement equity incentives.
central bank and other four departments: steadily promote the development of legal digital currency standard
The people’s Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission issued the 14th five year plan for the development of financial standardization. It is mentioned that we should steadily promote the development of legal digital currency standards. Comprehensively consider the security and credibility infrastructure, issuance system and storage system, registration center, payment transaction communication module, terminal application, etc., and explore the establishment and improvement of legal digital currency infrastructure standards. Research and formulate the information security standards of legal digital currency to ensure the storability, unforgeability, non repeatable transaction and non repudiation in the process of circulation. Study and formulate legal digital currency business and application standards, and establish standardized processes for issuance, circulation and withdrawal.
executive meeting of Shanghai Municipal Government: further strengthening the construction of digital standard system
Gong Zheng, deputy secretary of the Shanghai municipal Party committee and mayor, presided over the executive meeting of the Shanghai municipal government today. The meeting agreed in principle to the implementation plan for the standardization of urban digital transformation in Shanghai, and pointed out that it is necessary to further strengthen the construction of digital standard system, condense digital practice into a replicable “Shanghai standard”, and support and lead the digital transformation of various regions and industries. We should focus on practical fields such as basic commonality, base support and scenario application, promote more technical solutions to become standards, and dispel doubts and doubts for enterprise transformation. We should give full play to the role of standards in “pulling the high line”, promote scientific and technological innovation and standard formulation in terms of technological breakthrough, application traction and data empowerment, and make standards become the “catalyst” for the rapid and standardized development of new technologies, new applications and new business forms.
Secondary market
Semiconductor Manufacturing International Corporation(688981) fourth quarter revenue was $1.58 billion, a year-on-year increase of 61%
Semiconductor Manufacturing International Corporation(688981) announcement, disclosing Q4 performance in 2021. In the fourth quarter of 2021, the net profit was $533.8 million, a year-on-year increase of 107.7%; Semiconductor Manufacturing International Corporation(688981) fourth quarter revenue was $1.58 billion, an increase of 11.6% month on month. The gross profit margin was 35.0% in the fourth quarter of 2021 and 33.1% in the third quarter of 2021.
Semiconductor Manufacturing International Corporation(688981) the annual sales revenue in 2021 was $5.44 billion and that in 2020 was $3.907 billion.
Semiconductor Manufacturing International Corporation(688981) revenue is expected to grow by 15% to 17% month on month in the first quarter of 2022, with a gross profit margin of 36% – 38%. Semiconductor Manufacturing International Corporation(688981) capital expenditure is expected to be about $5 billion in 2022..
Shenzhen Yhlo Biotech Co.Ltd(688575) : New Coronavirus antigen test kit was obtained from Japanese PMDA certification, designated .
According to the Shenzhen Yhlo Biotech Co.Ltd(688575) announcement, the New Coronavirus antigen detection kit of the Japanese Medical Research Institute of Japan (MBL) has obtained the license for production and sale of external diagnostic products (Japan’s PMDA certification) issued by Japan PMDA in February 10th. The company is designated manufacturer of MBL New Coronavirus antigen detection kit. After obtaining the PMDA certification, the product will be sold in Japan, and can be used for medical testing and home self testing.
Shanghai Medicilon Inc(688202) : it is proposed to raise no more than 2.16 billion yuan for projects such as pharmaceutical R & D innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) base
According to the announcement of Shanghai Medicilon Inc(688202) , it is proposed to raise no more than 2.16 billion yuan for the Shanghai Medicilon Inc(688202) North Shanghai biomedical R & D innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) base project, the laboratory expansion project of drug discovery and pharmaceutical research and application platform and supplement working capital.
Shennan Circuits Co.Ltd(002916) disclosure of fixed increase results: large funds subscribe for 300 million yuan
Shennan Circuits Co.Ltd(002916) the issue price of non-public offering shares is 107.62 yuan / share, with a total fund-raising of 2.55 billion yuan, of which the national integrated circuit industry investment fund phase II Co., Ltd. subscribes 300 million yuan.
Guangdong Jiayuan Technology Co.Ltd(688388) : it is proposed to establish a joint venture with Contemporary Amperex Technology Co.Limited(300750) to invest in the construction of high-performance electrolytic copper foil project
According to the announcement of Guangdong Jiayuan Technology Co.Ltd(688388) , the company plans to invest with Contemporary Amperex Technology Co.Limited(300750) to establish Guangdong Jiayuan Times New Energy Materials Co., Ltd. in Meixian District, Meizhou City, with a registered capital of 500 million yuan. The company plans to invest 400 million yuan, accounting for 80% of the registered capital of Jiayuan times; Contemporary Amperex Technology Co.Limited(300750) plans to invest 100 million yuan, accounting for 20% of the registered capital of Jiayuan era.
The joint venture is jointly established to plan and build a high-performance electrolytic copper foil project with an annual output of 100000 tons. The investment amount of the project construction is large, and the rest of the required funds will be supplemented by the self owned or self raised funds of both parties of the joint venture.
Suzhou Jinhong Gas Co.Ltd(688106) : sign a 1 billion yuan gas supply contract with xinyueneng semiconductor
Suzhou Jinhong Gas Co.Ltd(688106) announced that the “electronic bulk gas supply station construction and gas supply contract” was signed with Guangdong core YUENENG Semiconductor Co., Ltd. according to the contract calculation, the contract amount is about 1 billion yuan.
Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) : Guangzhou Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) was included in the unverified list without significant adverse effects
According to the announcement of Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) , the subsidiary Guangzhou Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) was included in the unverified list by the Bureau of industry and security of the U.S. Department of Commerce, which has no significant adverse impact on the operation and financial status of the listed company. Entering the unverified list is only Guangzhou Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) , which does not affect the listed company and other subsidiaries of the listed company; The purchase amount of Guangzhou Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) in 2021 is about 2.45 million, of which the amount of imported American lasers is 156000 yuan, which is very small. In 2021, Guangzhou’s Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) operating income was about 4.5 million, of which the income from exporting to the United States was 0 yuan.
Montage Technology Co.Ltd(688008) performance express: net profit in 2021 decreased by 24.88% year-on-year
Montage Technology Co.Ltd(688008) released the performance express of 2021, and the company achieved a total operating revenue of 2.562 billion yuan, a year-on-year increase of 40.49%; The net profit attributable to the owners of the parent company was 829 million yuan, a year-on-year decrease of 24.88%.
Earth-Panda Advanced Magnetic Material Co.Ltd(688077) performance express: net profit in 2021 increased by 192% year-on-year
According to the announcement of Earth-Panda Advanced Magnetic Material Co.Ltd(688077) , the net profit will reach 150 million yuan in 2021, with a year-on-year increase of 191.5%.
Uni-Trend Technology ( China) Co.Ltd(688628) : the shareholders holding 5.16% of the shares, Zonglian preferred No. 1, proposed liquidation reduction
According to the announcement of Uni-Trend Technology ( China) Co.Ltd(688628) , Zonglian preferred No. 1, a shareholder with a shareholding of 5.16%, plans to reduce its shareholding by no more than 5.16%.
Nanya New Material Technology Co.Ltd(688519) : humon Qicheng No. 1 fund plans to acquire 5.3% shares
According to the announcement of Nanya New Material Technology Co.Ltd(688519) , Xiamen Yaonan signed the share transfer agreement with Shenzhen Qianhai humon Zhaofeng Asset Management Co., Ltd. – humon Qicheng No. 1 private securities investment fund. Xiamen Yaonan plans to transfer 12430300 shares of the company (accounting for 5.3% of the total share capital of the company) to the transferee through agreement transfer at the price of 32 yuan per share, The total transfer price is about 398 million yuan.
“primary market
enli power completed over 100 million yuan of financing
Enli power announced the completion of a round of over 100 million yuan financing, led by shimmer venture capital, followed by Borun capital, yuannuo Tiancheng, Lvdong capital and potential energy capital. Potential energy capital acted as the exclusive financial adviser.
new energy vehicle electrical system supplier “Zhilv technology” completed a new round of financing of 100 million yuan
Recently, the new energy vehicle electrical system supplier “Zhilv technology” announced the completion of a new round of financing of 100 million yuan. This round of financing is led by Xiaomi, followed by Yonghua investment, Yuanhe holding, leading venture capital and other institutions. The funds raised will be used for R & D investment in high-voltage power connection and high-voltage distribution management solutions, expand production scale and improve commercial layout.
beta data announced the completion of tens of millions of dollars of round B + financing
The digital business service platform “beta data” announced the completion of tens of millions of US dollars of B + round financing, which was led by Softbank Asia, and the old shareholders SIG and Lightspeed China continued to increase their investment. This round of financing will be used to increase product R & D and expand service network, and build an overall digital solution for financial institutions with marketing, investment consulting and management as the core.
Xicheng Jinrui leading investment and Lenovo star overweight privacy computing company Lanxiang Zhilian completed 200 million yuan of round a financing
Lanxiang Zhilian (Hangzhou) Technology Co., Ltd. announced today that it had completed a round of financing of nearly 200 million yuan. This round of financing is led by Xicheng Jinrui, followed by Yuanhe Zhongyuan capital, the old shareholder Lenovo star and other institutions, and Shanjing capital acts as the financial adviser.
source code, GGV and Bai capital jointly led Taiji graphics $50 million round a financing
On February 7, 2022, Taiji graphics, an open source graphics infrastructure and digital content creation cloud platform, announced the completion of a round of US $50 million financing. After the round of financing by the shareholders of GJ capital and GJ capital, the company will continue to invest in the source code of Sequoia Capital. After financing, Taiji will build a parallel programming language and 3D digital content creation cloud platform.
other hotspots
Tesla‘s revenue in China exceeded US $13.8 billion last year, with a year-on-year increase of 107.8%
According to the 10-K annual report submitted by Tesla to the securities and Exchange Commission (SEC), Tesla’s revenue in the Chinese market reached US $13.844 billion in 2021, a year-on-year increase of 107.8%. Tesla’s revenue in the Chinese market in the first three quarters of last year was $9.015 billion. Based on this calculation, Tesla’s revenue in China in the fourth quarter of last year was $4.829 billion. Tesla’s revenue in China increased significantly, mainly due to the increase in production and delivery of Shanghai Super factory. According to the statistics of the passenger Federation, Tesla delivered 484130 vehicles in China last year, accounting for 51.7% of Tesla’s 936000 deliveries worldwide.
the United States launched a $5 billion electric vehicle charging station construction plan
The Biden administration detailed how it would allocate $5 billion to States over five years to build thousands of electric vehicle charging stations. The investment is part of the U.S. government’s agenda to address man-made climate change and promote clean energy transformation. Transportation is one of the largest contributors to greenhouse gas emissions in the United States, accounting for about one-third of emissions every year. The Biden administration has promised that half of the cars sold in the United States will be electric or plug-in hybrid vehicles by 2030. According to the prediction of consulting firm Alix partners, by 2030, about 24% of the new cars sold worldwide will be all electric, and the United States will become the third largest electric vehicle market in the world after China and Europe.
the Ministry of Commerce responded that the United States included 33 Chinese entities in the “unverified list” of export control
A spokesman for the Ministry of Commerce said that China has taken note of the relevant announcement of the US government. China firmly opposes the inclusion of Chinese entities in the “unauthenticated list” on the grounds that “their integrity cannot be verified due to the unsatisfactory completion of end-user visits”. In recent years, the United States has used export control as a tool for political repression and economic bullying, and has constantly taken unilateral measures to suppress and contain enterprises, institutions and individuals of other countries, creating difficulties and obstacles to normal economic and trade cooperation between Chinese and American enterprises, seriously undermining the international economic and trade order and free trade rules, and posing a serious threat to the global industrial chain supply chain, which is not conducive to China, Not good for the United States, not good for the whole world.
The United States should immediately correct its wrong practices, return to the right track of win-win cooperation, and work with the international community to make more contributions to the stability of the global industrial chain, supply chain and world economic recovery.
the EU announced the chip act, which plans to significantly increase the share of chip production
The European Commission announced the chip act, which has attracted much attention from the outside world, and plans to significantly increase the EU’s share of global chip production. According to the act, the EU will invest more than 43 billion euros in public and private funds to support chip production, pilot projects and start-ups. Among them, 11 billion euros will be used to strengthen existing research, development and innovation to ensure the deployment of advanced semiconductor tools and pilot production lines for prototype design and testing. By 2030, the EU plans to increase its share of global chip production from the current 10% to 20%. European Commission President von delaine said on the same day that the chip act can change the EU’s global competitiveness.
Chile lithium mine may be nationalized
Chile’s constitutional assembly recently preliminarily adopted a proposal aimed at promoting the nationalization of copper, lithium and other strategic assets. The relevant person in charge said that the nationalization of (lithium mine in Chile) has not yet been actually implemented. Previously, the company has signed a contract with the local government and obtained the lithium resource quota before December 31, 2030, which will not be changed. In addition, assuming that the nationalization policy of lithium mine in Chile is implemented, how to deal with the mining equity acquired by the company locally (the Chilean government) also needs to give specific plans.
