Our country is solidly promoting the action to enhance grain production capacity, and the seed industry is entering a period of intensive policy stimulation.
According to reports, this year, our country has solidly promoted a new round of grain production capacity enhancement actions aimed at increasing grain production by a billion pounds, implementing large-scale yield improvement actions for major crops such as grains and oils, and accelerating the construction of high-standard farmland. The Guosheng Securities pointed out that after 2021, policies represented by the seed industry revitalization plan have been intensively introduced, and the seed industry revitalization policies combined with Transgenic changes have led to an expansion of the Industry and a significant optimization of the landscape, currently entering a period of intensive policy and Transgenic information catalysis.
Performance continues to decline in search of breakthroughs. Leading flame retardant company Zhejiang Wansheng takes the first step in building factories overseas | Quick read of the announcement.
① The leading flame retardant company Zhejiang Wansheng intends to invest in a factory in Thailand, with an annual production capacity of 0.032 million tons of flame retardants; ② The company's performance has been under pressure in recent years, especially with the greatest impact on overseas Business; ③ Building a factory in Thailand will fill the company's overseas production capacity gap, as previous overseas layouts focused on marketing.
There has been no further news on the collaboration with Contemporary Amperex Technology, and CNNC Hua Yuan Titanium Dioxide is partnering with Guangdong Construction to sign a 4.27 billion yuan Energy project丨Quick Read Announcement.
① CNNC Titanium-White and Guangdong Construction Engineering plan to invest a total of 4.27 billion yuan to build related energy projects; ② Previously, the 10 billion yuan new energy project that the company and Ningde Times planned to invest did not follow.
Solving the phosphogypsum problem, anhui liuguo chemical plans to invest 0.113 billion yuan to build a comprehensive resource utilization repository for phosphogypsum | Read the announcement quickly.
① Anhui Liuguo Chemical announced plans to invest 0.113 billion yuan to build a comprehensive resource utilization project for phosphogypsum; ② The utilization of phosphogypsum has always been a global challenge, and relevant national departments recently issued technical specifications to promote its comprehensive utilization; ③ After rumors about solid state battery, Anhui Liuguo Chemical implemented a public opinion management system following a five-day trading limit.
The layout of semiconductor equipment cleaning services, jiangsu yoke technology has completed the acquisition of a supporting service provider for Hynix, and the symbol company continues to incur losses.
①A brokerage's new materials analyst stated that one of the core business logics of this acquisition is that jiangsu yoke technology can save early equipment maintenance costs and outsourcing expenses by purchasing the equity of the target company. As for how large the third-party market space can be, there is still uncertainty; ②Jiangsu Yoke Technology stated that Wuxi Aisikaixi is mainly engaged in cleaning and maintaining semiconductor equipment components, among them, cleaning is an indispensable part of chip manufacturing.
Zhejiang Wansheng: Shangneng New Materials will be consolidated in November. The selling price of phosphorus-based flame retardants is currently at a low point. | Direct coverage of the earnings conference
①Currently, the equity transfer of Shango New Materials is progressing smoothly, and it is expected to be consolidated in November this year; ②The company plans to use the existing factory and public works in Weifang, Shandong Province to accelerate the production of new products; ③The average price excluding tax of phosphorus-based flame retardants from January to September 2024 is 0.0159 million yuan/ton, and the current selling price is basically at a low point.