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科创板晚报|安杰思股东拟合计减持不超3%股份 国科军工全资子公司签订7.39亿元销售合同

Star Evening Report | Anjes' Shareholders plan to collectively reduce their shareholding by no more than 3%. Guoke Military Industry's wholly-owned subsidiary signed a sales contract worth 0.739 billion yuan.

cls.cn ·  Jan 9 20:57

① The Shanghai Economic and Information Commission: promoting the development of the high-temperature superconducting industry in a chained manner; ② Peking: cultivating a number of major industrial projects around the fields of integrated circuit research and supporting sectors; ③ TENCENT continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars.

According to the Star Daily on January 9: Today's main content of the Star evening report includes: The Shanghai Economic and Information Commission: promoting the development of the high-temperature superconducting industry in a chained manner; Peking: cultivating a number of major industrial projects around the fields of integrated circuit research and supporting sectors; TENCENT continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars.

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Brief news:

Shanghai Economic and Information Commission: Focus on ecological cultivation to drive the development of the high-temperature superconducting industry in a chain-like manner.

According to a message from the Shanghai Economic and Information Commission's official WeChat account on the 9th, in the afternoon of January 8th, Zhang Ying, the director of the Shanghai Economic and Information Commission, led a research visit to Shanghai Superconductor Technology Co., Ltd. (referred to as "Shanghai Superconductor"), inspected the company's exhibition hall and production workshop, and engaged in discussions on company development, Industry Chain connections, and Industry ecosystem cultivation. Zhang Ying pointed out that high-temperature superconductivity is a cutting-edge technology that is being actively developed globally, with huge potential application value in power transmission and distribution, nuclear fusion, and other fields. With the support of related departments in Shanghai, Shanghai Superconductor has grown to become a global leader in high-temperature superconducting tape supply. The Municipal Economic and Information Commission will continue to provide quality services, support enterprises in Shanghai's development, focus on chain development, promote upstream and downstream collaboration of the Industry Chain around the development trends of the Industry; focus on application verification, create a high-temperature superconducting test site around scenario exploration; focus on ecosystem cultivation, and plan the layout of the high-temperature superconducting Industry around Energy equipment and other areas.

Peking: A plan to create an international pharmaceutical innovation park will be introduced, aiming to cultivate a number of major industry projects in fields such as integrated circuit research and supporting sectors.

On January 9, the Beijing Development and Reform Commission held a media briefing on the first quarter's "good start" policy measures. At the meeting, relevant officials from the Commission introduced that in the first quarter, Peking will implement six major actions and 51 specific measures to promote a good start for economic development this year. The talent introduction and strong support action aims to attract and cultivate a number of new economic increments, including eight specific measures. The main focus is on boosting industry increment, introducing a plan to create an international pharmaceutical innovation park (Bio-Park), actively promoting significant projects from eight newly landed pharmaceutical companies, and accelerating the introduction of major varieties; cultivating a number of major industry projects in fields such as integrated circuit research and supporting sectors, leading enterprises in green energy state-owned enterprises, and the Industry Chain of Siasun Robot&Automation.

Shanghai: Moderately proactive layout for hydrogen-based energy.

The Shanghai Municipal People’s Government Office has issued the "Shanghai New-Type Energy Storage Demonstration Leading Innovative Development Work Plan (2025-2030)", focusing on green alcohol and green ammonia, ultimately forming four hydrogen-based energy base layouts: Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. Green alcohol continues to enhance refueling capabilities in shipping while leveraging local resources as a stabilizer by laying out production capacity outside the city. Green ammonia focuses on co-firing with coal and electricity, establishing a green ammonia demonstration factory in the Chemical Zone to promote reduced production costs and carrying out green ammonia co-firing demonstrations in conjunction with thermal power project construction and upgrades, gradually increasing the co-firing ratio to open new pathways for large-scale renewable energy consumption.

TENCENT continuously reduced its Shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion HKD. WEIMOB INC responded.

Documents from the Hong Kong Stock Exchange show that TENCENT's shareholding in WEIMOB INC decreased from 8.39% to 2.94%; its shareholding in UBTECH fell from 8.05% to 2.08%. Notably, TENCENT has continuously reduced its holdings in WEIMOB INC and UBTECH, realizing a total cash out of 1.67 billion Hong Kong dollars. In response to this, a reporter called WEIMOB INC as an investor, and the relevant personnel stated that TENCENT's share reduction has no impact on the company's business, as this should be a decision made by the shareholder based on their own investment considerations, and the reduction is not specifically targeting just this company. This evening, WEIMOB INC also announced that the company and TENCENT will continue to maintain a mutually beneficial business cooperation relationship. The company will continue to serve as a service provider for WeChat mini-stores, mini-programs, and TENCENT Ads, providing high-quality Saas products and precise marketing services for merchants in TENCENT's ecosystem, promoting business growth for merchants. As of the time of writing, UBTECH has yet to release a related announcement.

Cui Dongshu from the Passenger Car Association: the "price war" for Autos in 2025 will be extremely fierce.

Cui Dongshu, the secretary general of the China Passenger Car Association, stated today that the scale of the New energy Fund is experiencing explosive growth, with a significant increase in batch production per vehicle, a noticeable decrease in per vehicle costs, and the competitive landscape among leading players still unstable. Therefore, in this high-growth market, the "price war" will continue into 2025 and will be extremely fierce.

Deep dive:

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Announcement of the Science and Technology Innovation Board

Anjisi: Silicon Valley and others plan to collectively reduce their holdings in the company by no more than 3%.

Anjisi announced that Suzhou Yuansheng Private Equity Fund Management Partnership (Limited Partnership) - Suzhou Industrial Park New Construction Yuan Phase II Venture Capital Enterprise (Limited Partnership) holds 4.99% of the company's shares; Hangzhou Silicon Valley Venture Capital Management Co., Ltd. - Ningbo Silicon Valley Zhenghui Private Equity Investment Partnership (Limited Partnership) (referred to as "Silicon Valley") holds 3.5% of the company's shares. The above shareholders plan to reduce their holdings by no more than 1.5% of the company's shares. The above reduction entities have no concerted actions.

GuoKe Military Industry: The wholly-owned subsidiary signed a sales contract for 0.739 billion yuan.

Guoke Military Industry announced that its wholly-owned subsidiary Jiangxi Pioneer Military Industry Machinery Co., Ltd. and Jiujiang Guoke Yuanda Electromechanical Co., Ltd. received an annual order contract for two main types of ammunition products for 2025 signed with a certain unit, with a total contract amount of 0.739 billion yuan (including tax). The contract comes into effect from the date of signature and sealing by both parties, with a performance period from the signing date of the contract to December 2025. This transaction belongs to the company's daily operating activities related contracts, and if the sales contract is performed smoothly, it is expected to have a positive impact on the company's performance. The performance of this contract does not affect the independence of the company's business, and the company’s main business will not depend on the counterparty of the contract due to the performance of this contract.

Anhui Wanyi Science And Technology: Increases the total amount of funds for share buyback and adjusts the source of funds for the share buyback.

Anhui Wanyi Science And Technology announces that the total fund for the share buyback has been adjusted from "not less than 55 million yuan (inclusive) and not more than 105 million yuan (inclusive)" to "not less than 105 million yuan (inclusive) and not more than 205 million yuan (inclusive)"; the source of the buyback funds has been changed from "own funds" to "own funds and self-raised funds." The company has received a "Loan Commitment Letter" issued by China CITIC Bank Corporation Hefei Branch, which promises a maximum loan limit of 90 million yuan for the share buyback, with the maximum loan term not exceeding 3 years.

Shenzhen Consys Science&Technology Co., Ltd. has completed trial production of a new generation of smart wireless radio baseband processing chip.

Shenzhen Consys Science&Technology Co., Ltd. announced that its subsidiary Gaoxin Sito has completed the trial production of the new generation smart wireless radio baseband processing chip, with the chip illuminating upon return and achieving phased results. Subsequent efforts will continue to promote comprehensive testing of the chip's functions and performance.

Sunshine Guojian Pharmaceutical: The SSGJ-627 injection has received the clinical trial application acceptance notice for pharmaceuticals.

Sunshine Guojian Pharmaceutical announced that the company has received the "Acceptance Notice" approved and issued by the State Drug Administration, and the clinical trial application for the SSGJ-627 injection has been accepted. SSGJ-627 injection is a recombinant anti-TL1A humanized monoclonal antibody innovatively developed by the company and is the first domestically produced TL1A antibody to be accepted. Preclinical studies show that SSGJ-627 has high affinity and specificity for TL1A, demonstrating significant efficacy in various animal models, along with good and acceptable safety. Due to the long R&D cycle and numerous approval stages for pharmaceuticals, there is uncertainty whether this clinical trial application will be approved. Investors need to make cautious decisions and be aware of investment risks.

Haooubo: The wholly-owned subsidiary has obtained two medical instrument registration certificates.

Haooubo announced that its wholly-owned subsidiary Hunan Haooubo Biomedical Co., Ltd. recently obtained two medical instrument registration certificates approved and issued by the Hunan Provincial Drug Supervision Authority. The products include the autoimmunity myositis antibody spectrum testing kit (magnetic microparticle chemiluminescence method) and the anti-phospholipase A2 receptor antibody IgG testing kit (magnetic microparticle chemiluminescence method). This will further enrich the company's chemiluminescence platform testing menu, helping to enhance the company's overall market competitiveness, and will have a positive impact on the sustainable development of the company and its subsidiaries. However, the actual sales situation of the certified products will depend on the effectiveness of future market expansion, and the company currently cannot predict the impact of the above products on its future performance.

Venture Capital Wind Vane

Mawell Technology Group has completed over 100 million yuan in A++ round financing.

Mawell Technology Group announced the completion of over 100 million yuan in A++ round financing, with the investor being Peking E-Town International Investment and Development Co., Ltd. This financing will be used to promote the mass production of its products and global expansion. Mawell Technology had previously received investments from Beijing Centergate Technologies, Fochree Holdings, NIO Capital, and NIO.

Xihu Robot has completed nearly 100 million yuan in angel+ round financing.

Recently, Hangzhou-based embodied intelligence venture Xihu Robot Technology (Hangzhou) Co., Ltd. announced the completion of nearly 100 million yuan in angel+ round financing, laying the financial foundation for the implementation of its universal robot AGI end-to-end model. This round of financing was led by CVC Jineng Fund under Jinko Group, with participation from several institutions including Benchi Capital, and continued support from angel round shareholder Angel Bay Venture Capital. Guangyuan Capital acted as the exclusive financial advisor for this round of financing.

Bibost has completed over 0.3 billion yuan in B round financing.

Bibost (Shanghai) Automotive Electronics Co., Ltd. has completed over 0.3 billion yuan in B round financing. Investors in this round include Dongfang Jiafu, Shanghai Baolong Automotive Corporation, PwC Capital, and Hubei Henglong Automotive System Group Co., Ltd. Bibost was founded in May 2021 and is a leading autonomous and controllable innovation enterprise in the field of drive-by-wire chassis, with products covering drive-by-wire braking, drive-by-wire steering, domain controllers, and other core products of drive-by-wire chassis. The funds from this round of financing will be used for product research and development, market expansion, and team upgrades. Previously, Bibost had completed A+ round financing, but investor information has not been disclosed.

Renfa Investment and Zhongke Chuangxing jointly led Yi Fu Energy to complete angel+ round financing.

Recently, Yi Fu Energy Technology (Guangdong) Co., Ltd. completed angel+ round financing. This round of financing was jointly led by the domestic new energy industry investment platform Renfa Investment and the well-known early-stage venture capital institution Zhongke Chuangxing. Since its establishment, Yi Fu Energy has focused on the technological research and development and industrialization of all-vanadium redox batteries.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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