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科创板晚报|甬矽电子预计2024年扭亏为盈 世华科技控股股东一致行动人拟增持

Star Evening News | Yongxi Electronics expects to turn profitable in 2024, Suzhou Shihua New Material Technology Co., Ltd. shareholder's concerted action plans to increase shareholding.

cls.cn ·  Jan 8 21:01

① The central bank: further optimize the re-lending process and expand the scale of equipment renewal loans; ② Two departments: subsidies for the purchase of new digital products such as mobile phones, tablets, and smartwatches will be provided at 15% of the selling price; ③ The State-owned Assets Supervision and Administration Commission: accelerate the establishment of a system and mechanism that is adaptable to AI development.

The Star Daily reported on January 8: Today's main content includes: The central bank: further optimize the re-lending process and expand the scale of equipment renewal loans; Two departments: subsidies for the purchase of new digital products such as mobile phones, tablets, and smartwatches will be provided at 15% of the selling price; The State-owned Assets Supervision and Administration Commission: accelerate the establishment of a system and mechanism that is adaptable to AI development.

[Hotspot Focus]

Brief news:

The central bank: further optimize the re-lending process and expand the scale of equipment renewal loans.

Peng Lifeng, director of the Credit Market Department of the People's Bank of China, stated at the routine press conference of the State Council that the next step is to deeply implement the decision-making and deployment of the Central Economic Work Conference, continue to provide financial support for large-scale equipment renewal in collaboration with relevant departments, better play the role of the cross-departmental working mechanism, strengthen coordination with finance, further optimize the re-lending process, support banks in improving service efficiency, expand the scale of equipment renewal loans, reduce financing costs for enterprises, and stimulate the operational entities to release the demand for equipment renewal.

Two departments: subsidies for the purchase of new digital products such as mobile phones, tablets, and smartwatches will be provided at 15% of the selling price, with each subsidy not exceeding 500 yuan.

The National Development and Reform Commission and the Ministry of Finance issued a notice on "Increasing Efforts to Expand the Implementation of Large-scale Equipment Renewal and Consumer Goods Trade-in Policies by 2025." It proposes to implement subsidies for the purchase of new digital products such as mobile phones. Personal consumers purchasing mobile phones, tablets, smartwatches, and wristbands (with a single sale price not exceeding 6000 yuan) will receive a subsidy of 15% of the product's sale price. Each consumer can receive a subsidy for one item of each product type, with each subsidy not exceeding 500 yuan.

The State-owned Assets Supervision and Administration Commission: There is a need to vigorously develop AI and accelerate the establishment of a system and mechanism suitable for AI development.

Tan Zuojun, member of the Party Committee and deputy director of the State-owned Assets Supervision and Administration Commission of the State Council, attended the graduation ceremony of the special training class for AI held at CHINA TELECOM Party School, stating that there is a need to vigorously develop AI and promote the high-quality development of central enterprises. Tan said that it is essential to keep up with the latest developments in AI, actively embrace the wave of AI, strengthen AI thinking, grasp the laws of AI development, and strive to become explorers, organizers, and drivers of AI development. There is a need to accelerate the learning and application of AI, deepen the understanding of AI "core technologies," implement the "AI+" initiative in depth, and enhance AI's ability to empower various industries and drive technological innovation, making AI a powerful engine for industrial upgrading and transformation. Efforts should be made to cultivate a patient, relaxed, and friendly ecological environment for industry-academia-research collaboration, further deepen reforms, accelerate the establishment of a system and mechanism suited to AI development, and boldly utilize young technological leaders in AI to fully stimulate the potential of talent and the vitality of innovation and creativity.

Deep dive:

Is a "major update" for Tesla's Siasun Robot&Automation coming soon? Musk has leaked some details in advance again.

NVIDIA has open-sourced world foundational models, accelerating humanoid robots towards the "ChatGPT moment."

In 2025, the first on the Star! Sunlight Nuohe disclosed the Share Buyback Shareholding loan contract with an interest rate of 1-year LPR minus 115 basis points.

**【Star Announcement】*

Suzhou Shihua New Material Technology Co., Ltd.: The controlling shareholder's concerted action party plans to increase shareholding by 60 million yuan to -0.1 billion yuan.

Suzhou Shihua New Material Technology Co., Ltd. announced that its controlling shareholder and actual controller, Gu Zhengqing, and one concerted action party, Yefu Investment Development (Suzhou) Co., Ltd., plans to increase their shareholding in the company through the Shanghai Stock Exchange trading system with centralized bidding, using special bank loans and their own funds, with an increase amount of no less than 60 million yuan (inclusive) and no more than 0.1 billion yuan (inclusive) within 12 months from the date of this announcement.

Yongxi Electronic: Expected pre-tax profit of 55 million yuan to -75 million yuan in 2024, turning losses into profits year-on-year.

Yongxi Electronic announced that it expects to achieve operating revenue of 3.5 billion yuan to 3.7 billion yuan in 2024, an increase of 46.39% to 54.76% year-on-year. The expected net income attributable to shareholders of the parent company is 55 million yuan to 75 million yuan, achieving a turnaround from losses to profits. This is attributed to the revival of business conditions in some customer sectors, successful expansion of new clients, and the ramp-up of capacity in some new product lines, leading to rapid growth in the company's operating revenue.

Rongzhi Rixin: Expected net income to increase by approximately 72.25% year-on-year in 2024.

Rongzhi Rixin announced that it expects to achieve operating revenue of around 0.583 billion yuan in 2024, an increase of approximately 17.06% year-on-year; the expected net income attributable to shareholders of the parent company is around 0.108 billion yuan, an increase of approximately 72.25% year-on-year. Benefiting from various industries accelerating their digital and intelligent transformation and upgrading, the company's intelligent operation and maintenance services help clients achieve safe production and cost reduction while increasing efficiency, resulting in growth in company orders.

Sunshine Nuohe: Signed a Share Buyback Shareholding Loan Agreement with Banks.

Sunshine Nuohe announced that the company signed a Share Buyback Shareholding Loan Agreement with Banks, with a loan amount of 90 million yuan, a loan term of 12 months, starting from January 8, 2025. The loan interest rate is a fixed rate, based on the 1-year LPR on the working day prior to each loan disbursement, minus 115 BP. This loan is specifically designated for the Share Buyback of Sunshine Nuohe, and the company shall not change the loan purpose as stipulated in this agreement.

Quantumctek Co., Ltd.: CHINA TELECOM Quantum Group has become the controlling shareholder of the company.

Quantumctek Co., Ltd. announced that the company issued stocks to a specific entity, CHINA TELECOM Quantum Information Technology Group Co., Ltd. (referred to as "CHINA TELECOM Quantum Group"), resulting in changes to the controlling shareholder and actual controller. After this equity change, CHINA TELECOM Quantum Group will directly hold 21.86% of the company's shares and has signed a "Consistent Action Agreement" with University of Science and Technology Assets Management Co., Ltd. (referred to as "USTC Holdings") and Peng Chengzhi, holding 40.43% of the voting rights of the shares. CHINA TELECOM Quantum Group has become the controlling shareholder of the company, and the State-owned Assets Supervision and Administration Commission of the State Council has become the actual controller of the company.

Lingyun Guang: Acquisition of JAI company's equity is completed.

Lingyun Guang announces that the company has acquired 100% of JAI company shares through its wholly-owned subsidiary SINGPHOTONICS SMART VISION PTE. LTD. The delivery procedure for this trade has been completely finished, and the company has received 99.95% equity of JAI controlled by JAI GROUP HOLDING ApS as agreed in the transaction agreement (of which 4.38% is treasury stock) and 0.05% equity held by minority shareholders.

JUNSHI BIO: Injectable JS212 has received a notice of acceptance for the drug clinical trial application.

JUNSHI BIO announced that the company has received the "Notice of Acceptance" approved and issued by the National Medical Products Administration for the clinical trial application of injectable JS212.

Venture Capital Wind Vane

Huazhi Energy has completed over 100 million yuan in Series A+ financing.

Tianjin Huazhi Energy Technology Co., Ltd. recently completed over 100 million yuan in Series A+ financing. The investors in this round include October Capital, Hefei Venture Capital, and Dynamic Balance Capital. Huazhi Energy is an innovative technology company focused on the research and development, production, sales, service, and productization of core energy storage equipment, dedicated to the industrial and commercial energy storage sector.

The original chip has completed approximately ten million dollars in A+ round financing.

The original chip has completed approximately ten million dollars in A+ round financing. Established in 2015, the original chip focuses on the innovative applications of MEMS technology in the medical field. This round of financing will help the original chip further expand its market share, strengthen research and development investment, and promote product innovation and market expansion.

Four-dimensional mapping has obtained tens of millions in Pre-A round financing.

Recently, Hangzhou Four-dimensional mapping software Co., Ltd. announced the completion of tens of millions in RMB Pre-A round financing, with the investor being Xinke Fund. Founded in 2022, Four-dimensional mapping specializes in providing integrated circuit automatic design software tools and technical services for global Semiconductor chip companies and foundries. It is committed to developing a cloud-based intelligent EDA toolchain to achieve efficient simulation and effective reuse of IP, leading the EDA innovation in the semiconductor industry. The funds from this round of financing will be used to further promote its product development and market expansion.

Ruitai Microelectronics has completed several tens of millions in B+ round financing.

Ruitai Micro (Peking) Electronic Technology Co., Ltd. has completed several tens of millions in B+ round financing, with the investor being Electronic Control Industry Investment. Ruitai Microelectronics was established in 2021 and is a leading domestic supplier of high-performance analog and mixed-signal chips for intelligent connected vehicles.

The translation is provided by third-party software.


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