The main contents of today’s Sci tech Innovation Board evening news are as follows: the Ministry of industry and information technology said that improving the guarantee capacity of key resources will accelerate the development of lithium resources in China; Shanghai will carry out the pilot of data asset certificate; Beijing Hotgen Biotech Co.Ltd(688068) , Hangzhou Biotest Biotech Co.Ltd(688767) announced that covid-19 antigen related detection reagent products have the risk of fierce market competition.
newsletter:
[hotspot Focus]
the 14th five year plan for digital economy development was released
The State Council issued the 14th five year plan for the development of digital economy (hereinafter referred to as the plan), aiming at strategic and forward-looking fields such as sensors, quantum information, network communication, integrated circuits, key software, big data, artificial intelligence, blockchain and new materials, giving full play to the advantages of China’s socialist system, new national system and super large-scale market, Improve the basic R & D capacity of digital technology. Strive to improve the supply level of basic software and hardware, core electronic components, key basic materials and production equipment, and strengthen the self-sufficiency guarantee ability of key products.
The plan mentioned that we should speed up the construction of information network infrastructure. Build an intelligent comprehensive digital information infrastructure with high-speed ubiquitous, integration of heaven and earth, cloud network integration, intelligence, agility, green, low-carbon, safety and controllability. Orderly promote the expansion of backbone network, cooperate to promote the construction of gigabit optical fiber network and 5g network infrastructure, promote 5g commercial deployment and large-scale application, prospectively lay out the sixth generation mobile communication (6g) network technology reserve, increase 6G technology R & D support, and actively participate in promoting 6G international standardization.
The plan states that by 2025, the digital economy will move towards a period of comprehensive expansion, the added value of core industries of the digital economy will account for 10% of GDP, the ability of digital innovation to lead development will be greatly improved, the level of intelligence will be significantly enhanced, the integration of digital technology with the real economy has achieved remarkable results, and the digital economy governance system will be more perfect, The competitiveness and influence of China’s digital economy have increased steadily.
Ministry of industry and information technology: improving the support capacity of key resources will accelerate the development of lithium resources in China
Guo Shougang, deputy director of the first Department of equipment industry of the Ministry of industry and information technology, said that in the next step, the Ministry of industry and information technology will give full play to the role of the inter ministerial joint meeting mechanism of energy conservation and new energy vehicles, formulate policies and measures to support the accelerated development of new energy vehicles, and maintain the effective connection of the policy system. At the same time, we will comprehensively improve the guarantee capacity of key resources, strengthen communication and coordination with provinces and cities such as Qinghai, Sichuan and Jiangxi, and promote the acceleration of the development of lithium resources in China.
Shanghai Municipal Commission of economy and information technology: in the future, actively attract foreign investment and layout new tracks such as digital economy, green low-carbon and yuanuniverse
Liu Ping, deputy director of Shanghai Economic and Information Technology Commission, said at a news briefing today that in the future, we will continue to do a good job in the service guarantee of foreign-funded manufacturing projects, actively layout new tracks such as digital economy, green low-carbon and yuanuniverse, as well as terminal driven fields such as smart Internet connected vehicles and smart phones, optimize policy supply, and pay close attention to attracting a number of new foreign-funded industrial projects.
Shanghai will launch a pilot of data asset voucher
Wu Qing, member of the Standing Committee of Shanghai municipal Party committee and executive vice mayor, pointed out that Shanghai is exploring a more flexible data element allocation system when introducing the relevant policies and measures of the Shanghai data regulations. The focus is to promote the cultivation of data element market and the development of data resources, carry out the pilot of data asset voucher, and explore the effective path of data capitalization. Accelerate the tackling of key technologies in software and integrated circuits, artificial intelligence and big data, improve the energy level of the digital industry, and accelerate the process of industrial digital transformation.
Andon Health Co.Ltd(002432) : the U.S. subsidiary signed the order for covid-19 antigen home self-test OTC kit
Andon Health Co.Ltd(002432) announcement, ihealth labs, a subsidiary of the company Inc (hereinafter referred to as “U.S. subsidiary”) received the following order for ihealth covid-19 antigen home self-test OTC Kit (hereinafter referred to as “ihealth kit”) from New York and Massachusetts, and the effective time is the date of receipt of the order (local time); The sales contract of ihealth kit signed with the Department of health of New York state of the United States shall enter into force on January 10, 2022 local time.
the state power investment has invested 10 billion to build a hydrogen energy industry base in South China
The people’s Government of Nanhai District of Foshan City and the State Power Investment Group Hydrogen Energy Technology Development Co., Ltd. held the signing ceremony of the project cooperation agreement of the State Power Investment Group hydrogen energy industry base in South China. It is planned that the total investment will be about 10 billion yuan to build the only hydrogen energy industry base of membrane materials and carbon paper in South China of the state power investment group.
LG energy and Australian lithium miners flash signed a large order off purchase agreement with a term of 5 years
Liontown Resources Ltd, an Australian lithium miner, said on Wednesday that the company had signed a binding off purchase agreement with LG energy solutions, a South Korean battery manufacturer. The term of the offtake agreement is 5 years, which is expected to start in 2024 and can be extended for another 5 years. Lges will purchase 100000 dry tons of spodumene concentrate from the Kathleen Valley Project in liontown in the first year and increase to 150000 dry tons per year in subsequent years.
[announcement of science and innovation board]
Asahi biology: it is proposed to use the over raised funds to invest in the R & D and production project of in vitro diagnostic reagents and diagnostic instruments
Asahi biological announced that with the outbreak of covid-19 epidemic, the demand for real-time detection reagents and detection instruments in various countries around the world has greatly increased, especially in the foreign market. The company plans to invest in the development and production of in vitro diagnostic reagents and diagnostic instruments, which will be implemented by the wholly-owned subsidiary xumin biology, with an estimated total investment of 508 million yuan. The total amount of over raised funds of the company is 597 million yuan, and it is planned to use part of the over raised funds to invest in the project. After the completion of the project, the production scale of the company will be further expanded and the automation level of the production line will be improved.
Beijing Hotgen Biotech Co.Ltd(688068) , Hangzhou Biotest Biotech Co.Ltd(688767) issued a change announcement: covid-19 antigen related detection reagent products have the risk of fierce market competition
Beijing Hotgen Biotech Co.Ltd(688068) issued a stock price change announcement. The registration / filing of EU CE and other major economies obtained by the company’s covid-19 antigen detection reagent is not exclusive to the company. There are many similar or similar competitive products in the market, and there is a risk of fierce market competition in the sales of the company’s products.
Hangzhou Biotest Biotech Co.Ltd(688767) announced the announcement of the transaction. The company’s New Coronavirus antigen self testing reagent product has many similar products or other testing products in the European and Australian markets. The company’s products will face fierce market competition risks. Affected by many factors such as overseas epidemic development and epidemic prevention and control policies, market competition, path selection of international epidemic on technical products, product competitiveness and channel ability of the company, customer recognition and so on, the sales and profit contribution of the above covid-19 products are relatively uncertain.
Jiangsu Cnano Technology Co.Ltd(688116) : net profit in 2021 increased by 166% – 184%
According to the announcement of Jiangsu Cnano Technology Co.Ltd(688116) , the net profit in 2021 is expected to be RMB 285 million-305 million, with a year-on-year increase of 165.73% to 184.38%. During the reporting period, due to the rapid development of downstream new energy vehicle industry, the demand for carbon nanotube conductive paste products in power lithium battery and other fields increased rapidly. The sales volume of carbon nanotube conductive paste, the company’s main product, increased significantly compared with the same period of last year; The demand for carbon nanotube conductive paste substitution by downstream power battery enterprises has increased, which has promoted the demand for carbon nanotube conductive paste, the company’s main product.
Espressif Systems (Shanghai) Co.Ltd(688018) : the net profit in 2021 is expected to increase by 83% – 102% year-on-year
According to the announcement of Espressif Systems (Shanghai) Co.Ltd(688018) , the net profit in 2021 is expected to be 190 million yuan – 210 million yuan, with a year-on-year increase of 83% – 102%, and the overall shipment of products across the line increased by 30% – 40% year-on-year.
Sunshine Guojian Pharmaceutical(Shanghai) Co.Ltd(688336) : it is estimated that the net profit in 2021 will be 18 million yuan – 22 million yuan to turn losses into profits
According to the announcement of Sunshine Guojian Pharmaceutical(Shanghai) Co.Ltd(688336) , it is expected to realize an operating revenue of RMB 900 million-1 billion in 2021, with a year-on-year increase of 37.4% – 52.67%; The net profit will turn losses into profits, which is expected to reach 18 million yuan to 22 million yuan. The sales volume of the company’s main product ISAP has increased significantly since the price reduction in October 2020, and the sales revenue has also increased accordingly.
Jiangxi Yuean Advanced Materials Co.Ltd(688786) : it is proposed to build a high-performance soft magnetic wave absorbing series powder material post-treatment and R & D center project
Jiangxi Yuean Advanced Materials Co.Ltd(688786) announced that Yuelong Xincai, a wholly-owned subsidiary of the company, plans to use self raised funds to invest in the post-treatment and R & D center project of high-performance soft magnetic absorbing series powder materials in Ganzhou economic and Technological Development Zone, Jiangxi Province. The investment amount does not exceed 150 million yuan, and the construction period of the project is 36 months.
[issuance and approval status]
Update of issuance status of 3 companies to be listed on the science and innovation board
As of press time, a total of 713 companies’ applications for listing on the science and innovation board have been accepted, and the issuance and approval status of 3 companies has been updated. Ziguang lighting has terminated its registration, and xinhuayang and Xinlong technology have been inquired.
[venture capital vane]
Softbank vision Fund led the investment in mobile core communication of RMB 1 billion in round C financing
Mobile core communication officially announced the completion of round C financing of RMB 1 billion. This round of financing is led by Softbank vision fund phase II, followed by Kaihui fund, cornerstone capital, GF Qian and Qiaobei capital, and the old shareholders Qiming venture capital, beacon capital, Fupu investment, prosperity investment and huitianfu capital. The funds obtained in this round of financing will be used for the continuous R & D and innovation of global 5g communication chips in the future.
light speed China and Gaorong capital jointly led the investment of Hanwei microelectronics pre-A + round of financing
Low power UWB (ultra wideband) chip design company mksemi announced the completion of pre-A + round of financing, with a total financing amount of more than 80 million yuan. This round of financing was jointly led by Lightspeed China and Gaorong capital, followed by Qiming venture capital and ivy capital. It is reported that this round of financing will be used for product R & D, market expansion and talent introduction. Meanwhile, Hanwei released its latest UWB Wireless SoC (system level chip) product mk8000, which can be applied to smart phones and Internet of things products.
ink core artificial intelligence completed hundreds of millions of yuan of round a financing
Inkcore AI obtained a round of financing of hundreds of millions of yuan. This round of financing is led by cornerstone capital and Dawan District common home development fund, followed by Tongwei capital, Zhongke Huachuang investment fund and Shenzhen Angel master fund. This round of financing will be mainly used for mass production of the first chip and expansion of sparse ecosystem. Huaxing capital acted as the exclusive FA of this round. Ink core creates AI computing power with high performance and low cost through thinning algorithm. At present, its products are mainly accelerator chips, which are mainly used in data centers.
care medical completed hundreds of millions of yuan of round B financing
China Meheco Group Co.Ltd(600056) in the field of membrane science platform, “care for medical care” has obtained hundreds of millions of yuan of round B financing, jointly led by Boyuan capital and Sherpa investment, followed by cornerstone capital, Wuzhong biomedical industry fund, and Bairong capital as the exclusive financial adviser. The financing will be used for the continuous R & D investment of caring medical in the field of membrane science platform, the capacity improvement of biopharmaceutical membrane and filter column assembly line and the market promotion of related products.
