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科创板晚报|浙海德曼被美国财政部OFAC列入SDN名单 浩欧博:市盈率显著高于行业水平

Star Evening News | zhe jiang headman machinery co.,ltd. was listed on the SDN list by the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC). Hooyoubo: The pe ratio is significantly higher than the industry average.

cls.cn ·  Nov 6 07:58

1. Suzhou Harmontronics Automation Technology: Intends to sell 81% equity of its subsidiary Borui Autos. 2. Jiangsu Eazytec Co., Ltd.: Intends to buy back shares of 30 million yuan to -60 million yuan. 3. Traffic Control Technology Consortium won the bid for the Phase I signal system project of Chongqing Rail Transit Line 24, with a bid amount of 0.28 billion yuan.

The Science and Technology Innovation Board Daily News on November 6th includes the following main content: - Suzhou Harmontronics Automation Technology: Intends to sell 81% equity of its subsidiary Borui Autos. - Jiangsu Eazytec Co., Ltd.: Intends to buy back shares of 30 million yuan to -60 million yuan. - Traffic Control Technology Consortium won the bid for the Phase I signal system project of Chongqing Rail Transit Line 24, with a bid amount of 0.28 billion yuan.

Focus on hot topics

Briefs:

The Ministry of Industry and Information Technology opened public consultation on the draft action plan for the high-quality development of the new energy storage manufacturing industry.

The Ministry of Industry and Information Technology is seeking public comments on the draft action plan for the high-quality development of the new energy storage manufacturing industry. By 2027, the scale of the new energy storage manufacturing industry will be basically matched with downstream demand, cultivating 3-5 ecological leading enterprises with a scale of over 100 billion yuan. The supply capacity of high-security, high-reliability, high-efficiency, long-life, and economically viable new energy storage products will continue to improve. Accelerate the iterative upgrade of mature technologies such as lithium batteries and supercapacitors, support disruptive technological innovation, and enhance the supply capacity of high-end products. Promote engineering and application technology research on sodium batteries, flow batteries, etc. Develop long-duration energy storage technologies such as compressed air to accelerate the improvement of technological and economic viability and system energy conversion efficiency.

The China Passenger Car Association: Preliminary statistics show that the retail sales of new energy passenger vehicles in October reached 1.284 million units, a year-on-year increase of 67%.

According to CAAM's preliminary statistics, from October 1 to 31, the retail sales of new energy passenger vehicles in the market reached 1.284 million units, a 67% increase compared to the same period last October, a 14% increase from the previous month. The cumulative retail sales this year amount to 8.416 million units, a 41% year-on-year increase; from October 1 to 31, national passenger vehicle manufacturers wholesaled 1.399 million new energy vehicles, a 58% increase compared to the same period last October, a 14% increase from the previous month. The cumulative wholesale volume this year amounts to 9.309 million units, a 37% year-on-year increase.

China Aerospace Information and Satellite Internet Innovation Alliance was established.

The China Aerospace Information and Satellite Internet Innovation Alliance was established on November 6. It is the first national social organization named 'Alliance.' The establishment of the alliance has laid a solid foundation for the coordinated development, multi-party collaboration, and enhanced synergy in the aerospace information field. It is of great significance to implement national major strategies, promote multi-chain integration, strengthen international exchanges, drive academic and technological innovation in the aerospace information field, and support the development of the aerospace information industry and satellite internet business. After its establishment, the alliance will target world-leading technology and national major strategies, focus on the innovation needs of aerospace information and satellite internet, guide the convergence of resources and forces from industry, academia, research, and application, build an open innovation platform, promote the prosperity, development, popularization, and promotion of aerospace information and satellite internet science and technology. At the same time, it will organize research on aerospace information technology centered on satellite internet and formulate standards, actively participate in international exchanges and cooperation, create a good innovation environment of technology co-creation, resource sharing, and ecosystem co-building, and strive to provide strong scientific and technological support for the implementation of national major strategies.

Xpeng Motors unveils AI robot 'Iron': has entered factory training, focusing first on factory and store scenarios.

He Xiaopeng, Chairman and CEO of Xpeng Motors, revealed at the AI Technology Day that the AI robot 'Xpeng Iron' will be equipped with multiple self-developed chips to support end-to-end large models, with 15 degrees of freedom, pseudo-bimanual support for touch feedback. The robot is currently undergoing Xpeng P7+ model production training at Xpeng's Guangzhou factory, and in the future, Xpeng Iron will focus on scenarios such as factories and stores.

In-depth analysis:

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Science and Technology Innovation Board Companies

Zhejiang Headman: Listed on the SDN list by the US Department of the Treasury OFAC.

Zhejiang Headman Announcement: The company recently learned that the US Department of the Treasury OFAC (Office of Foreign Assets Control) has placed the company on the SDN list (Specially Designated Nationals list). The company is a high-tech enterprise specializing in the research, design, production, and sales of CNC lathes, dedicated to the core manufacturing and technological breakthroughs of high-precision CNC lathes. Its products are widely used in the automotive parts, aerospace, military industry, construction machinery, general machinery, and electronics and communications industries. Being included in the SDN list this time may have an impact on the company's foreign exchange settlements and other aspects. The company currently does not have subsidiaries or branches in the US, no assets in the US, and does not conduct any business in the US. At present, the company's operations and finances are normal, with sufficient orders on hand, and market expansion work is progressing in an orderly manner.

20CM5 Connected Panel Haobor: PE ratio significantly higher than the industry average.

Haobor Announcement: According to the latest PE ratio published by China Securities Index Co., Ltd., the latest PE ratio is 106.25 times, and the latest rolling PE ratio is 142.62 times. The average rolling PE ratio of the pharmaceutical manufacturing industry in the last month is 26.96 times. The company's PE ratio is significantly higher than the industry average. The company's controlling shareholder Hairuixiangtian has transferred the company's shares to Huiruikang and the actual controlling person of Shuangrunzhengan, China Biopharmaceutical Co., Ltd.'s board of directors has approved; the "Share Transfer Agreement" involved in this transaction has been internally approved and signed by each contract signing party, awaiting approval at the company's shareholders' meeting to exempt JOHN LI from voluntary share lock-up commitments and approve the effectiveness of the strategic cooperation between the company and China Biopharmaceutical Co., Ltd., Hairuixiangtian, and JOHN LI; After the "Share Transfer Agreement" takes effect, it still needs to obtain the Shanghai Stock Exchange's confirmation of compliance as well as other approvals that may be required by relevant laws and regulations before the share transfer registration procedures can be completed at the Shanghai Branch of China Securities Depository and Clearing Corporation. There is some uncertainty regarding whether the related approval procedures can be passed and the time it takes for approval.

suzhou harmontronics automation technology: intends to sell 81% equity of its controlling subsidiary Borui autos.

Suzhou Harmontronics Automation Technology announced that in order to integrate company resources, focus on core business development, optimize industrial layout, and reduce operational risks, the company intends to transfer 81% equity of its holding subsidiary Broad Motors to Shen Hongyan, Wei Yongsheng, and Changshu Hong Broadcom Communication Technology Co., Ltd., with a total transfer price of 48.4065 million yuan. This transaction does not constitute a major asset restructuring and is not considered a related party transaction. After the transaction is completed, the company will no longer hold the equity of Broad Motors, and Broad Motors will no longer be included in the company's consolidated financial statements.

jiangsu eazytec co., ltd.: Intends to repurchase shares ranging from 30 million yuan to -60 million yuan.

Announcement of jiangsu eazytec co., ltd.: The company plans to repurchase shares through centralized competitive trading using its own funds and a special stock repurchase loan provided by the Guangda Bank Wuxi branch, with a total repurchase amount not less than 30 million yuan (inclusive) and not more than 60 million yuan (inclusive). The repurchase price does not exceed RMB 44 per share (inclusive). The repurchased shares will be used entirely for stock-based incentives or employee stock ownership plans. The repurchase period is within 12 months from the date of approval by the board of directors of this repurchase program.

Traffic control technology: Consortium won the bid for the signal system project of Chongqing Rail Transit Line 24 Phase I, with a bid amount of 0.28 billion yuan.

Traffic Control Technology announced that the company, in conjunction with China Railway Electrification Bureau, won the bid for the first phase of Chongqing Rail Transit Line 24 (Lujiao North Station-Guangyangwan Station) project for the signal system project as a consortium. The winning amount is 0.28 billion yuan. Among them, the company as the leading party of the consortium won a bid of 0.226 billion yuan, while China Railway Electrification Bureau as a member of the consortium won a bid of 0.054 billion yuan. The contract performance period is from the contract signing date to the end of the project quality assurance period, tentatively scheduled to start operation in September 2026, with a 2-year quality assurance period. The company has not yet received the official bid award letter or signed the relevant formal contract, so there is uncertainty.

Venture Capital Wind Vane

Shenzhen: A single low-altitude economic industry fund should have a minimum size of 1 billion yuan and should be 100% invested in the low-altitude economic sector.

Shenzhen Guidance Fund Investment Co., Ltd. specifically organized the establishment of the Shenzhen Low-Altitude Economic Industry Fund and is now publicly selecting fund management institutions. The single fund size should generally not be less than 1 billion yuan. Based on comprehensive declaration, fund fundraising situations, multiple fund managers can be selected, and multiple funds can be established. For funds in the low-altitude economic sector cluster, the proposed size is 2 billion yuan, which can be adjusted depending on the declaration. The fund's investable amount should be 100% invested in the low-altitude economic sector, mainly including the upstream, midstream, and downstream areas of the low-altitude economic sector.

Shenzhen's seven major industry funds select management institutions with a total scale of 21.5 billion yuan.

The Shenzhen Finance Bureau issued a public announcement for the selection of fund management institutions for the seven major industry funds, including the Low-Altitude Economic Industry Fund, Artificial Intelligence and Robotics Industry Fund, Aerospace Industry Fund, Ultra HD Video Display Industry Fund, Marine Industry Fund, New Energy Industry Fund, Network and Communication, and Intelligent Terminal Industry Fund. It is reported that the total scale of the seven major industry funds is 21.5 billion yuan, with the Low-Altitude Economic Industry Fund valued at 2 billion yuan, and the Artificial Intelligence and Robotics Industry Fund at 10 billion yuan. The deadline for submission is before 6:00 pm on November 20th.

Shanghai plans to establish a state-owned platform for low-altitude economy.

At the 7th China International Import Expo (CIIE) "New Chapter in Low-altitude Economy, New Momentum of Hongqiao Hub" seminar, it was learned that recently, Shanghai's state-owned platform for the low-altitude economy will be established to promote the coordinated development of the low-altitude industry in the future.

Wang Huiwen may have returned to Meituan to explore AI applications.

According to reports, Wang Huiwen, the former co-founder of Meituan and founder of Beyond Light Years, has now returned to Meituan to lead the exploration of AI applications. It is reported that Wang Huiwen's Meituan AI team is known as GN06. Public recruitment needs show that GN06's current main business directions include emotional companionship, chatbots, etc., with the team providing candidates with "borderless AI experimental opportunities." Product and operation roles are then reviewed by Wang Huiwen during the interview process.

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