Hard technology bid | CSRC: adhere to Science and Technology Innovation Board's "hard technology" positioning of Longji shares to reduce the price of silicon wafers

SMM survey: what kind of metal do you like most in 2022?

This week, the hard Technology Weekly includes:

"Policy

CSRC: adhere to Science and Technology Innovation Board's "hard technology" orientation and guide funds to increase support

Yi Huiman, secretary of the party committee and chairman of the CSRC, presided over a meeting of the party committee (enlarged) to convey and study the spirit of the central economic work conference, and to study and deploy the implementation of the CSRC system. The meeting stressed that the function of the capital market should be strengthened to promote the high-quality development of the real economy. We will scientifically and rationally maintain the normalization of IPO and refinancing, actively give full play to the role of the capital market as the main channel for mergers and acquisitions, expand the pilot project of public offering of REITs in infrastructure, support qualified enterprises to issue bonds and raise funds, and promote the optimal allocation of various factor resources. Adhere to Science and Technology Innovation Board's positioning of "hard science and technology", build a gem, run the Beijing Stock Exchange in a down-to-earth manner, pay close attention to the implementation of policies and measures to support the smooth operation of the real economy by grasping the fine capital market, and guide funds to increase support for key areas such as scientific innovation, manufacturing, and small and medium-sized enterprises. We will give better play to the positive role of the commodity futures market and help ensure the stable price of supply and the development of green and low-carbon transformation.

Shanghai Stock Exchange: stick to Science and Technology Innovation Board's position of "hard technology", encourage and support the listing of "hard technology" enterprises

The party committee of the Shanghai Stock Exchange held a party committee and proposed to provide services to enhance the ability of scientific and technological innovation, actively support high-level scientific and technological self-reliance, adhere to Science and Technology Innovation Board's "hard science and technology" position, encourage and support the listing of "hard science and technology" enterprises, and strive to improve the system and mechanism of the capital market to support scientific and technological innovation, give better play to the leading role of Science and Technology Innovation Board listed companies, and promote the innovative activities of small and medium-sized enterprises around the industrial chain and supply chain. Serve carbon peak, carbon neutralization, strongly support "double carbon" financing, and continue to develop "double carbon" investment products.

National Development and Reform Commission and Ministry of Industry and Information Technology: encourage new energy vehicles to go to the countryside

The National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued a circular on the implementation plan to invigorate the operation of the industrial economy and promote the high-quality development of industry.

We will speed up the innovation and iterative application of key core technologies, and increase policy support for "first set" and "first batch" applications. Give full play to the role of "chain master" enterprises and optimize the allocation of resources in the industrial chain. Focus on new energy vehicles, medical equipment and other key areas, implement the key areas "1mm N" industrial chain supply chain penetration project, promote the integration and innovation of the upper, middle and lower reaches of the industrial chain, large, small and medium-sized enterprises, and promote the development of the industrial chain supply chain.

Speed up the promotion and application of new energy vehicles, speed up the construction of supporting facilities such as charging piles and changing power stations, and encourage new energy vehicles to go to the countryside;

Promote the landing and promotion of ultra-high-definition video for major scenes such as the broadcast of the Beijing Winter Olympic Games;

A number of new infrastructure projects will be laid out in 5G, gigabit optical networks and other areas. Start the integrated big data center hub node construction project and the basic network improvement project of small and medium-sized cities in the central and western regions as soon as possible;

Fang Xinghai: the CSRC will vigorously promote the promotion and application of innovative technologies such as big data and blockchain in the securities and futures industry.

The leading group meeting for judging the 2020 Financial Science and Technology Development Award was recently held in Beijing. Fang Xinghai said that the Financial Science and Technology Development Award is of great significance in promoting scientific and technological innovation in the financial industry, commending outstanding scientific and technological achievements, creating a good atmosphere for scientific and technological exchanges, and stimulating the innovation motivation of researchers. The CSRC will strengthen the organizational planning for the scientific and technological development of the securities and futures industry, vigorously promote the promotion and application of innovative technologies such as big data and blockchain in the industry, and at the same time continuously strengthen the intensity of scientific and technological innovation to effectively promote the sharing and transformation of financial scientific and technological achievements.

National standing Committee: developing Advanced Manufacturing Industry and speeding up the Digital Transformation of Manufacturing Industry

The Premier presided over an executive meeting of the State Council to determine policies and measures to increase support for the manufacturing industry and promote the stable development of the real economy: the implementation of the policy of tax reduction and fee reduction should be tilted to the manufacturing industry, we will increase the intensity of policies such as the addition and deduction of R & D expenses and the retention and deduction of value-added tax, and support the scientific and technological innovation of enterprises and the transformation and upgrading We will develop advanced manufacturing industries, speed up the digital transformation of manufacturing industries, promote the deep integration of advanced manufacturing industries and modern service industries, support the growth of more "specialized and innovative" and "little giant" enterprises, deepen and expand international cooperation, and support foreign-funded enterprises to increase investment in mid-and high-end manufacturing and R & D centers.

Digital RMB carbon neutralization pilot expansion cuts into low-carbon scenarios such as takeout and online purchase of air tickets and train tickets.

Recently, users in nine digital RMB pilot areas, including Beijing, Shanghai, Hainan, Shenzhen, Suzhou, Xi'an, Changsha, Chengdu and Xiongan New area, do not use disposable tableware and buy fresh and self-contained environmental protection bags on Meituan platform. online purchase of e-tickets and train tickets will receive a certain amount of digital RMB reward. This is the first time that digital RMB has entered the full-low-carbon scene of people's daily life on a large scale.

Two departments: layout of a number of new infrastructure projects in 5G, gigabit optical networks and other areas

The National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued a circular on the implementation plan for invigorating industrial economic operation to promote high-quality industrial development, pointing out that we should speed up the promotion and application of new energy vehicles, speed up the construction of supporting facilities such as charging piles and changing power stations, and lay out a number of new infrastructure projects in 5G, gigabit optical networks and other fields. We will speed up the innovation and iterative application of key core technologies, and increase policy support for "first set" and "first batch" applications.

The Ministry of Industry and Information Technology organizes the pilot work of data security management in the industrial field.

The Ministry of Industry and Information Technology recently issued a circular to organize the pilot work of data security management in the industrial field. It will implement laws and regulations such as the data Security Law of the people's Republic of China and the Network Security Law of the people's Republic of China, and guide the departments in charge of industry and information technology at the provincial level to organize pilot projects for data security management, supervise and urge enterprises to implement the main responsibility for data security, strengthen data classification and classification management, security protection, security assessment, security monitoring and other work, so as to improve data security protection capability. We will strengthen the transformation and application of pilot results, improve the norms and working mechanisms of data security systems in the industrial field, select a number of demonstration enterprises, excellent products and typical solutions, and form a replicable and expandable management mode. to promote the level of data security protection in the industry.

Central Internet Information Office: speed up the promotion of scientific and technological self-reliance and resolutely win the battle of core technology in the information field

The Central Internet Information Office held a meeting to convey, study, publicize and implement the spirit of the Central Economic work Conference. The meeting stressed that it is necessary to focus on stabilizing the word, doing a good job in online economic propaganda, creating a good online public opinion environment for promoting high-quality development, focusing on innovation-driven, speeding up the promotion of scientific and technological self-reliance, and resolutely winning the battle of core technologies in the information field; focus on enhancing kinetic energy, give full play to the leading role of information drive, and speed up the development of digitalization. Focus on standardized development, strengthen anti-monopoly and prevent disorderly expansion of capital, not only based on preventing risks and strengthening supervision, but also focus on long-term development and encourage innovation; focus on common prosperity, and strive to promote information to benefit the people and benefit the people. let the people have more sense of achievement, happiness and sense of security in the development of informatization; focus on opening up to the outside world, carry out in-depth international exchanges and cooperation in cyberspace, and promote the building of a community with a shared future in cyberspace.

Secondary market

Longji again cut the price of silicon wafers by 5.7%.

Longji's website released the latest offer for single crystal silicon wafers. For P-type single crystal silicon wafers with a thickness of 165 μ m, the size of M10 was reduced from 6.20 yuan to 5.85 yuan, by 5.7%. The size of M6 was reduced from 5.32 to 5.03 yuan, and by 5.5% from 5.12 yuan to 4.83 yuan. 5.7%.

Xinzhi Software: total reduction of shareholders' holdings of no more than 8.26% of the company's shares

Xinzhi Software announced that shareholders Shanghai Point distance, Shanghai Ivy, Rizhao Ivy, Qingdao Ivy and Kunshan Ivy plan to reduce their holdings of no more than 8.2615% of the company's shares.

Daotong Technology: innovative Energy plans to increase capital and introduce venture partner shareholding platform

Daotong Science and Technology announcement, in order to establish the company's innovation platform and stimulate the entrepreneurial spirit and innovation motivation of core employees, it is agreed that the company's subsidiary Shenzhen Daotong Innovation Energy Co., Ltd. ("Hechuang New Energy") to increase capital and introduce venture partner shareholding platform. First of all, after the registered capital of Hefei Innovation Energy was changed from RMB100m to RMB 41.8473 million, then the venture partner shareholding platform increased its capital and acquired a 40 per cent equity stake with a total cash of RMB 29.2 million.

Daotong Technology: plan to launch restricted Stock incentive Plan in 2021

Daotong Technology announced the 2021 restricted stock incentive plan (draft), the number of restricted shares to be granted under the incentive plan is 6.2 million, accounting for 1.38 per cent of the company's total share capital of 450 million shares at the time of the announcement of the draft incentive plan. The grant price of restricted shares under the scheme is 52 yuan per share. The incentive program motivates a total of 216 people.

Funeng Technology: to sign a "Supplementary Agreement for Multi-year supply Agreement" with Mercedes-Benz AG

Funeng Technology announced that the company and Funeng Zhenjiang, a wholly-owned subsidiary, intend to sign a "Supplementary Agreement of Multi-year supply Agreement (applicable to some projects)" with Mercedes-Benz AG, which stipulates that Mercedes-Benz AG will pay Funeng Zhenjiang an advance payment of approximately RMB 1.05 billion. In order to ensure the smooth implementation of the Supplementary Agreement, Funeng Zhenjiang plans to sign a "floating charge Agreement" with Mercedes-Benz AG to mortgage the agreed assets to Mercedes-Benz AG. The mortgage assets agreed in the floating charge Agreement include raw materials, semi-finished products and finished goods purchased by Funeng Zhenjiang using the advance payment on or after the signing of the floating charge Agreement to meet Daimler's production and delivery requirements.

Central Control Technology: proposed 2021 restricted Stock incentive Plan

China Control Technology announced the 2021 restricted stock incentive plan (draft), the number of restricted shares to be granted to the incentive target is 2.9935 million shares, accounting for about 0.61% of the company's total share capital of 494.084 million shares on the date of announcement of the draft incentive plan. The grant price of restricted shares under the incentive scheme is 39.50 yuan per share. The total number of people to be awarded under the incentive plan is 1003.

Ruisong Technology: plans to launch a restricted Stock incentive Plan in 2021

Ruisong Technology announced the 2021 restricted stock incentive plan (draft), which intends to grant 620000 restricted shares to the incentive target, accounting for 0.92% of the company's total share capital of 67.360588 million shares at the time of the announcement of the draft incentive plan. The grant price of restricted shares (including reservation) of the incentive plan is 16.07 yuan per share. The total number of incentive targets awarded by the incentive scheme for the first time is 81.

Orede: Shanghai Shengli won the bid of about 111 million yuan BOE Chongqing 6th generation AMOLED (flexible) production line project

Ored announced that Shanghai Shengli Optoelectronic Technology Co., Ltd. (hereinafter referred to as "Shanghai Shengli"), a wholly owned subsidiary of the company, received the "notice of winning International bidding for Mechanical and Electrical products" from CLP Business (Beijing) Co., Ltd. on December 14, 2021, the winning amount is about 111 million yuan (including tax). The details of the winning project are as follows: project name: BOE Chongqing 6th generation AMOLED (flexible) production line project; equipment name: line evaporation source Linear Source.

Core source micro: Guoke Ruiqi plans to reduce its stake of no more than 2.67%

Core source micro announcement, due to its own capital needs, Guoke Ruiqi intends to reduce the number of shares in the company by way of bulk transactions within six months after the date of the announcement, that is, from December 21, 2021 to June 20, 2022, the number of shares in the company will not exceed 2.67% of the total share capital.

Traffic control technology: sign a procurement project contract of about 186 million yuan

Traffic control science and technology announcement, signed the "intelligent urban rail new generation intelligent train operation system and platform demonstration engineering laboratory comprehensive test verification platform equipment integration procurement project" contract, the contract amount is 186 million yuan.

Xiamen tungsten Xineng: it is planned to put into construction a project with an annual output of 30,000 tons of ternary cathode materials and an annual production capacity of 20,000 tons of lithium iron phosphate.

Xiamen tungsten Xinneng announced that it intends to invest in the construction of a project with an annual output of 30,000 tons of ternary cathode materials, with an investment amount of 990 million yuan; after the completion of the industrialization project of 400000 tons of lithium-ion battery materials (phase I, II, III) and the completion of this project, the company's Haiyang base will reach an annual capacity of 700000 tons of lithium battery cathode materials. It was announced on the same day that the company intends to set up Yaan Xiamen Tungsten New Energy Materials Co., Ltd., a joint venture with Yahua Lithium Industry and Cangya Investment, to invest in the construction of an annual production line of 100000 tons of lithium iron phosphate in stages, of which the first phase is to build a production line of 20, 000 tons of lithium iron phosphate.

Cambrian: signing a contract for intelligent computing center infrastructure construction project of about 509 million yuan

Cambrian announcement, on December 13, 2021, the company signed a procurement contract for the infrastructure construction project of the Intelligent Computing Center with Jiangsu Kunshan High-tech Industry Investment and Development Co., Ltd., with a contract amount of about 509 million yuan (including tax).

Ou Ke billion: shareholders Greenmei, Yueqing Dehui and Nanhai growth plan to reduce their holdings of no more than 13.5% of the company's shares.

Ou Keyi announced that shareholders Greenmei, Yueqing Dehui and Nanhai growth plan to reduce their holdings of no more than 13.5% of the company's shares by means of centralized bidding and bulk trading.

"the primary market

Jichuangbei completes over 6.5 billion yuan E round financing

Jichuang North Technology Co., Ltd. announced the completion of more than 6.5 billion yuan E round of financing, the company's valuation of more than 30 billion yuan. This round of financing is exclusively led by Haisong Capital, and other investors include industrial investment institutions such as vivo and Zhongqing Xinxin, as well as well-known investment institutions such as Jianxin Equity Equity, Guokai equipment Fund, Yuanhe Hope, Ruixin Investment, GGV Capital, Sheng Shi Investment and other well-known investment institutions; the company's existing shareholders also actively participate, CPE Yuanfeng, Core Energy Fund, Silk Road Huachuang, Zhuhai Huajin, Jingxiang Capital and other old shareholders continue to chase investment.

We know very well that tens of millions of A rounds of financing will be completed in the future.

It is well known that tens of millions of yuan of A round financing will be completed in the future, led by Dachen, followed by Amber and Guohong Jiaxin, and rice two capital will act as the enterprise's long-term financing financial adviser. This round of funds will be mainly used for market expansion and new product research and development.

Yunsheng Intelligence has completed more than 100 million yuan of B+ round financing.

Yunsheng Intelligence, an industrial drone company, announced that it had completed more than 100 million yuan in round B + financing, with a cumulative total of more than 300 million yuan in round B. Tianyan survey data show that this round of financing is led by Fang Guang Capital, Goofy assets follow the investment, the old shareholder National small and medium-sized Enterprise Development Fund (Shenzhen Nanshan Co., Ltd.), Lanchi Venture Capital continues to over-invest. This round of financing will be used to increase investment in product research and development, continuously improve the manufacturing supply chain, and team expansion.

Core Changzheng, a developer of new power semiconductor devices, received more than 500 million yuan in C-round financing.

Recently, the new power semiconductor device developer Core long March announced the completion of more than 500 million yuan C round financing, led by CDH Investments. BAIC Industry Investment, Banyan Capital, Core Kinetic Investment, National Technology Jiahe, one Steam Power, Huadeng International, Guiyang Venture Capital, Huaxu Fund, New Fashion Group, Jiangning Economic Development Fund, Huajin Capital, Yunhui Capital, Nanxi Capital and so on. It is reported that this round of funds will be mainly used to further strengthen investment in research and development of new energy vehicles and photovoltaic products, and continue to expand production capacity.

Exploration Technology completes 300 million yuan B+ round financing

Domestic smart sales SaaS pioneer and leader Exploration Technology announced the completion of 300 million yuan of B+ round financing, this round led by Kaihui Fund, GGV GGV Capital, old shareholders Sequoia Capital China, QiMing Venture Partners, Jiuhe Venture Capital also followed. This round of financing will continue to be used for investment in industry and research, business development and upgrading of the service system, continue to promote product research and development and iteration, and dig deep into the industry market.

Collaborate with project management SaaS service provider "Yi Xieyun" to complete a new round of financing

Recently, the coordination of domestic enterprises and project management SaaS service provider "Yi Xieyun" announced the completion of a new round of financing, exclusive investment by Gaomei Capital. This round of financing Yi Xieyun will be used to increase investment in product research and development, enhance the ability of large-scale products and services, continue to introduce high-end talents, provide deep market coverage, and strengthen the construction of product matrix. help enterprise customers and their upstream and downstream partners to achieve business digital collaboration.

Leading star of cross-border e-commerce SaaS service provider completes round C financing in 280 million

Cross-border e-commerce SaaS service provider leader announced the completion of 280 million yuan C round of financing, this round of financing led by Xianghe Capital, old shareholder Source Capital, Hillhouse Venture Capital, Shunwei Capital, Zhong Ding Capital, and Taihe Capital served as the exclusive financial adviser. Among them, the source code of the old shareholder starts to support from the company's round B financing, and round C continues to increase its support.

"" other hot spots

The number of domestic mobile phone shipments in November was 35.3 million, up 19.2% from the same period last year.

According to data from the China Institute of Information and Communication, domestic mobile phone shipments in November were 35.3 million, an increase of 19.2% over the same period last year, of which 28.967 million were 5G phones, an increase of 43.9% over the same period last year, accounting for 82.2% of mobile phone shipments in the same period. From January to November, the total number of mobile phones shipped in the domestic market totaled 317 million, an increase of 12.8 percent over the same period last year, of which 239 million 5G phones were shipped, an increase of 65.3 percent over the same period last year.

Ministry of Commerce: problems such as poor shipping and shortage of chips are difficult to be fundamentally alleviated in the short term.

In response to a reporter's question, Shu Pingting, spokesman for the Ministry of Commerce, said that since the beginning of this year, in the face of the impact of COVID-19 's epidemic, China's foreign trade has still shown strong resilience, achieving relatively rapid growth and steady improvement. At the same time, we are also soberly aware that the current development of foreign trade is still faced with many uncertain, unstable and unbalanced factors, such as repeated ups and downs of the global epidemic, complex international situation, poor shipping, shortage of chip supply and other problems that are difficult to be fundamentally alleviated in a short period of time. The comprehensive cost of enterprises remains high, and the operation of foreign trade is facing greater pressure.

Foreign media say the US government is considering tougher sanctions against SMIC. The Ministry of Foreign Affairs responded.

The US government is considering tougher sanctions against SMIC, China's largest chipmaker, according to foreign media reports. In this regard, Chinese Foreign Ministry spokesman Zhao Lijian said at a regular press conference on the 15th that China is seriously concerned about the relevant reports. Economic globalization is an objective reality and historical trend. China has always believed that scientific and technological achievements should benefit all mankind and should not become a means of restricting and curbing the development of other countries. Zhao Lijian said: individual US politicians generalize the concept of national security and politicize, instrumentalize, and ideological scientific and technological and economic and trade issues, which violates the principles of market economy and fair competition, and will only threaten to damage the supply chain security of the global industrial chain. breaking international trade rules is a typical political manipulation at the expense of others. China will, as always, resolutely defend the legitimate rights and interests of Chinese enterprises.

Silicon prices are down more than 4% month-on-month this week for the second week in a row.

This week, the domestic single crystal re-feeding price range is 23.7-263000 yuan / ton, the average transaction price is 251000 yuan / ton, down 4.2% from the previous week; the price range of single crystal compact material is 23.5-261000 yuan / ton, and the average transaction price is 249000 yuan / ton, down 4.23% from the previous week. Small financial note: last week, the domestic single crystal re-feeding price range was 25.6-269000 yuan / ton, the average transaction price was 262000 yuan / ton, down 3.75% from the previous week; the price range of single crystal compact material was 25.3-267000 yuan / ton, and the average transaction price was 260000 yuan / ton. 3.6% lower than the previous week.