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2024-12-14 00:11:29

Tianyuan Environmental Protection and Huawei signed a strategic cooperation agreement, and Tianyuan Environmental Protection and Huawei signed a strategic cooperation agreement in Shenzhen. According to the agreement, Tianyuan Environmental Protection and Huawei will adhere to the principle of "complementary advantages, mutual benefit and win-win, long-term cooperation and common development" and explore innovative cooperation paths around intelligent optical storage, low-carbon artificial intelligence intelligent calculation, digital construction and application of comprehensive smart energy. In the development of large-scale photovoltaic and energy storage projects, the two sides will build a national-level "photovoltaic intelligent operation and maintenance" demonstration benchmark and explore a grid-type energy storage application model project. By establishing a long-term and stable all-round cooperative relationship, we will deepen cooperation and exchanges and promote the high-quality development of the industry. (Tianyuan Environmental Protection)Shanghai Ailu: Signed the Strategic Cooperation Agreement with Huaneng New Energy. Shanghai Ailu (301062) announced on the evening of December 11th and signed the Strategic Cooperation Agreement with Huaneng New Energy: Huaneng New Energy will combine the technological research and development and industrial introduction advantages of the company and its holding subsidiary Aina New Energy, and conduct business transactions on the "glass fiber reinforced polyurethane composite frame" products independently developed by Aina New Energy, and through product procurement and technical exchange.Xinshida Inverter has successfully obtained the type approval certificate of China Classification Society. Recently, Xinshida Inverter AS710M has successfully obtained the type approval certificate issued by China Classification Society (CCS), which indicates that Xinshida Electric's products meet the strict standards of the international shipping industry, and also indicates that the company will further expand its market share in the field of ship and ocean engineering.


On the analysis of the daily limit at noon on December 11th, the three major indexes rose slightly, and consumer electronics concept stocks broke out collectively. Yiming food has 12 boards, Shandong glass fiber has 6 boards, one picture can be understood > >Musk praised Tesla China. According to the data, Tesla sold 21,900 vehicles in China last week (12.2-12.8), which was the second best week of Tesla in 2024 so far. The excellent sales performance in China market was highly recognized by Tesla CEO Musk, who praised "the excellent work of Tesla China" online on social media.JPMorgan Chase: The momentum of Xiaomi's electric vehicle will continue to be rated as "overweight". According to a research report published by JPMorgan Chase, Xiaomi Group announced that it will launch the second electric vehicle named Xiaomi Yuqi in the middle of next year, which is an SUV model. The product portfolio of electric vehicle business continues to expand, reflecting that the Group's ability to enter the electric vehicle market is better than market expectations. The delivery target of Xiaomi SU7, the first electric vehicle, has also been raised twice, and the gross profit margin of electric vehicle business has reached a medium-high level in the first two quarters, far exceeding the initial market expectation and only recorded a slight gross profit margin. Motong said that at present, we are waiting for the Group to announce more details about the new car's life, pricing and battery. We believe that the strong sales momentum of SU7, the profitability of the Group's core business and electric vehicle business, and the expectation that new models will be launched in the second half of next year will continue to promote the stock price in the next 6 to 12 months. The positive catalysts in the future include more details or pricing of YU7, further expansion of electric vehicle production capacity, exceeding expectations in core business performance, and large-scale and national consumption stimulus measures introduced by the country in the future.


Yongtai Bio-product, a new open-source shareholding company, was recognized by CDE for breakthrough therapy. On December 11th, official website, China National Medical Products Administration Drug Evaluation Center (CDE), recently announced that the anti-CD19 single-chain antibody chimeric antigen receptor T cell injection (CAR-T-19 cell injection for short) developed by Yongtai Bio-B (06978.HK) was successfully included in the list of breakthrough therapy varieties by CDE, and the indication was recurrence under 25 years old/.China Tiewu, etc. established the General Lugang International Logistics Company in Gansu. According to the enterprise search APP, recently, China Railway General Lugang International Logistics (Gansu) Co., Ltd. was established, with Ouyang Bing as the legal representative and a registered capital of 30 million yuan. Its business scope includes: domestic cargo transportation agents; International freight forwarder; Road freight transportation (excluding dangerous goods), etc. Enterprise equity penetration shows that the company is jointly held by China Railway General Supply Chain Technology Group Co., Ltd., a wholly-owned subsidiary of China Tiewu, and Lanzhou New District Lugang Logistics Co., Ltd.Pan American Health Organization (PAHO): The number of cases of dengue fever in America exceeded 12.6 million this year. On the 10th, PAHO reported that the number of cases of dengue fever reported in America this year reached a record of more than 12.6 million, including 21,000 severe cases and over 7,700 deaths. According to a statement issued by the Pan-American Health Organization on the same day, this year, the most serious dengue fever epidemic broke out in the Americas since records began in 1980. The impact of this epidemic on Brazil, Argentina, Colombia and Mexico is particularly serious. These four countries account for 90% of the total number of cases and 88% of the total number of deaths in this region.

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