The main content of today's star announcement on July 1st includes: the report card of new car makers in June has been released, Kirin Security: it is prohibited from participating in the military material engineering service procurement activities within 1 year due to collusion bidding, Mindray Medical: it is expected to increase its net profit in the first half of the year by 40%-50% year-on-year. Willfar Information: the total amount of mid-bidding contracts in June is about 28.8668 million.

Focus on hot topics

Briefs:

The Ministry of Industry and Information Technology released a plan to establish the Brain-Computer Interface Standardization Technical Committee, which mentioned that the director and deputy director of the Brain-Computer Interface Standardization Technical Committee (preparatory) of the Ministry of Industry and Information Technology intend to invite leaders of relevant departments and research institutions to serve as members, and members are expected to be experts in the brain-computer interface field from industries, research institutions, universities and other industries. The secretary office is affiliated with the China Electronics Technology Standardization Institute. The affiliated unit will provide necessary working conditions and funding support for the secretariat. After its establishment, the work plan includes: optimizing and improving the standardization roadmap, accelerating the development of critical technical standards, and promoting standard publicity and implementation.

The Commission on Brain-Computer Interface Standardization Technology of the Ministry of Industry and Information Technology announced its establishment plan, which mentioned that the director and deputy director of the Brain-Computer Interface Standardization Technology Committee (preparatory) of the Ministry of Industry and Information Technology intend to invite leaders of relevant departments and research institutions to serve as members, and members are expected to be experts in the brain-computer interface field from industries, research institutions, universities and other industries. The secretary office is affiliated with the China Electronics Technology Standardization Institute. The affiliated unit will provide necessary working conditions and funding support for the secretariat. After its establishment, the work plan includes: optimizing and improving the standardization roadmap, accelerating the development of critical technical standards, and promoting standard publicity and implementation.

The new car makers' June report card has been released: NIO and Jinkuang achieved a record high in June deliveries.

On July 1st, many new energy vehicle companies announced their car production results for June 2024. Among them:

BYD sold 341,700 new energy vehicles in June, compared with 253,000 in the same period last year. From January to June, the sales of new energy vehicles reached 1.613 million, a year-on-year increase of 28.46%. The total installed capacity of new energy vehicle power batteries and energy storage batteries in June was about 16.101 GWh, and the cumulative installed capacity in 2024 is expected to be about 72.555 GWh.

NIO delivered 21,209 new cars in June, a year-on-year increase of 98%, reaching a historical high; in the second quarter of 2024, NIO delivered 57,373 new cars, exceeding the delivery guidance, a year-on-year increase of 143.9%. In the first half of 2024, NIO delivered a total of 87,426 new cars, a year-on-year increase of 60.2%. As of now, NIO has delivered a total of 537,020 new cars.

Xpeng delivered 10,668 new cars in June, a year-on-year increase of 24% and a month-on-month increase of 5%. From January to June 2024, Xpeng delivered a total of 52,028 new cars, a year-on-year increase of 26%.

Li Auto delivered 47,774 new cars in June, a year-on-year increase of 46.7%. In the second quarter of 2024, Li Auto delivered 108,581 new cars, a year-on-year increase of 25.5%. As of June 30, 2024, Li Auto's cumulative delivery volume has reached 822,345, ranking first among China's new forces.

Jinkuang delivered 20,106 new cars in June, a year-on-year increase of 89% and a month-on-month increase of 8%, breaking through 20,000 for the first time under the Jinkuang brand. From January to June 2024, Jinkuang delivered a total of 87,870 new cars, a year-on-year increase of 106%. Among them, Jinkuang 001 has been the sales crown of pure electric vehicles over 250,000 yuan for three consecutive months. As of the end of June, Jinkuang has delivered more than 280,000 new cars in total.

Xiaomi delivered more than 10000 units of the SU7 in June. Xiaomi Motors said that the delivery volume in July will still exceed 10,000 units.

Guangqi AEJE 3 sold a total of 35,027 vehicles worldwide in June. The first overseas factory-the Thailand smart ecological factory will soon be completed and put into operation, and the second-generation AION V Tyrannosaurus is about to be offline and listed globally.

Sokon sold 44,126 new energy vehicles in June, a year-on-year increase of 372.04%, of which Sokon auto sales were 41,457, a year-on-year increase of 631.42%.

In-depth analysis:

Verisilicon Microelectronics (Shanghai) Co., Ltd. is expected to increase its Q2 revenue by 91.87% QoQ, but not as high as the same period last year. Orders are currently staying at a high level.

Argentina's lithium production capacity will increase by 80%! Industry insiders respond: Planned expansion will have limited overall impact.

Huichen Group: Will focus on the main track of data intelligence, the compensation exceeding 100 million yuan can be recovered, investors asked at the shareholders meeting.

Science and Technology Innovation Board Companies

VeriSilicon Microelectronics (Shanghai) Co., Ltd. expects to achieve operating income of 610 million yuan in the second quarter, an increase of 91.87% from the previous quarter.

VeriSilicon Microelectronics (Shanghai) Co., Ltd. announced that it is expected to achieve operating income of RMB 610 million in the second quarter, an increase of 91.87% quarter-on-quarter. Among them, the company's mass production business in the second quarter of 2024 is expected to achieve operating income of RMB 235 million, a quarter-on-quarter increase of 126.18%; and the chip design business is expected to achieve operating income of RMB 192 million, a quarter-on-quarter increase of 120.45%. In the first half of 2024, the semiconductor industry gradually recovered, and the downstream customer inventory situation has improved significantly. Thanks to the company's unique business model, that is, no product inventory risk in principle, no boundary in application areas, and the attributes of the reverse industrial cycle, the company's operating conditions quickly reversed, and its business gradually improved. The performance in the second quarter was significantly improved compared with the first quarter.

Kirin Trust Security: Prohibited from participating in military material engineering service procurement activities within 1 year due to collusion bidding.

Kilin Xin'an Announcement: The company received the "Illegal Punishment Decision" issued by the Management and Guarantee Department of the National University of Defense Technology due to collusion in bidding in the cloud desktop system construction project. According to relevant regulations, the company is prohibited from participating in the military material engineering service procurement activities within 1 year, and Yang Tao, the legal representative who holds or manages other companies, is prohibited from participating in the above-mentioned military procurement activities within 1 year. The processing decision of its project agent, Hou Huan, is also prohibited from acting as an agent for other suppliers to participate in the above-mentioned military procurement activities within 1 year. The company's overall production and operation activities are currently normal, and the relevant contracts already signed are expected to remain unaffected and continue to be executed normally. According to preliminary statistics, in 2023, the revenue of related material engineering service business directly sold to national defense unit users accounted for about 9.14% of the company's overall revenue, and it is expected that the matter will not affect the company's continuous operation.

Shanghai MicroPort Endovascular MedTech (Group) Co., Ltd.: The net income in the first half of the year is expected to increase by 40%-50% year on year.

Shanghai MicroPort Endovascular MedTech (Group) Co., Ltd. announced that it is expected to achieve a net profit of RMB391 million to RMB419 million in the first half of 2024, an increase of 40% to 50% year-on-year. During the reporting period, the company's innovative products Castor branching aortic membrane stent and delivery system, Minos abdominal aortic membrane stent and delivery system, and Reewarm PTX drug balloon dilation catheter continued to exert force, and new products Talos straight tube chest aortic membrane stent system and Fontus branching intraoperative stent system. The number of admissions and terminal implantations grew rapidly.

Willfar Information Technology: The total amount of winning bid contracts in June was about RMB28.87 million.

Willfar Information Technology announced the winning bid contract situation in June 2024. The winning projects include the purchase of NB-IoT smart water meter base components and electronic components by Guangzhou Sui Shui Trading Co., Ltd. in 2024 and the fourth single-source special vehicle batch project of Hunan Xingdian Group Co., Ltd. The amount of the winning bid was RMB18.048 million and RMB10.8188 million, respectively.

Jingpin Tezhuang intends to acquire 40% equity of BaoLi Defense for 20 million yuan.

Jingpinte announced that the company intends to use its own capital of RMB 20 million to acquire 40% equity of Poly Technology and Defense Investment Co., Ltd. held by Anhui Huojin Industrial Co., Ltd. After the completion of this transaction, the company will actively explore investment opportunities for high-quality military enterprises upstream and downstream of the military industry chain, and continuously expand and improve its industrial layout with the talent advantages, professional advantages, and resource advantages of Poly Defense in the military field.

Melande: It is planned to repurchase company shares for RMB20 million to RMB40 million.

Melande announcement: It is planned to repurchase company shares for RMB20 million to RMB40 million, and the repurchase price shall not exceed RMB32 per share.

【Review Status】

Lianshi Technology and Fokon's IPO on the Science and Technology Innovation Board was terminated.

As of the publication, a total of 943 companies have applied for listing on the Science and Technology Innovation Board and have been accepted. As of today, the status of three companies' reviews has been updated, including the termination of Lian Shi technology and Fokon's IPO on the Science and Technology Innovation Board and the inquiry of Sikang Technology.

Venture Capital Wind Vane

Mueran Biological completed a C+ round of financing of RMB300 million.

Mueran (Guangzhou) Biotechnology Co., Ltd. announced that it had completed a C+ round of financing of RMB300 million recently, with Guotou Jilin as the sole investor and Easy Capital as the exclusive financial advisor. The new round of funds will be mainly used to promote the large-scale production and commercial landing of innovative biological products, expand the company's own commercial microbial strain library and component library, and further improve the biological manufacturing technology platform.