Inspur Information: Chairman Zhang Lei resigned.
Large companies
Muyuan shares: The pig industry is expected to reach the bottom in 2022 or 2023
Muyuan said at the 2020 annual general meeting that the recovery of live pig production capacity will bring down the price of live pigs. Although the price may rebound seasonally in the future, the price of live pigs will generally show a downward trend. It is expected that the live pig industry will be in 2022 or It will reach the bottom in 2023. The company has deeply participated in the discussion of the pre-delivery standards of the pig futures and the establishment of delivery positions. However, the current domestic active pig futures trading liquidity is low, and it is difficult to meet the company’s large-scale demand. The company currently participates in hog futures less. (Securities Times)
General Electric appoints Scott Strazik as CEO of the power division
General Electric appointed Scott Strazik as the CEO of the power division, replacing Dan Janki who went to Delta Air Lines. (Sina Technology)
Morgan Stanley: Raise Airbnb’s target price from US$125 to US$160
Morgan Stanley said it raised its target price for Airbnb from $125 to $160. (Bloomberg)
Bank of Communications International: Maintain Tencent’s “Buy” rating with a target price of HK$801
Bank of Communications International issued a report stating that it maintains Tencent’s “Buy” rating with a target price of HK$801. Considering the strong new game plan in the short term and technology investment driving long-term growth, it believes that it is still in the stage of steady business growth. The current price corresponds to the core business (except fintech and cloud) with a 2021 P/E ratio of 23 times, corresponding to a 20% growth in net profit. (Sina Finance)
Midea Group: He Xiangjian intends to increase his shareholding in the company with no less than 800 million yuan
It was learned that Midea Group announced that the controlling shareholder, Midea Holding, acting in concert, He Xiangjian, plans to use its own funds not less than 800 million yuan to increase through the Shenzhen Stock Exchange’s centralized bidding trading system within 6 months from the date of disclosure of this announcement. Hold the company’s A shares. The price to be increased this time does not set a fixed price, price range or cumulative decline ratio.
Tencent becomes a rights-holding broadcaster for the 2020 Tokyo Olympics and Beijing 2022 Winter Olympics
It was learned that on May 21, Tencent announced an official cooperation with China Central Radio and Television Station. It will act as a rights-holding broadcaster for the 2020 Tokyo Olympics and the Beijing 2022 Winter Olympics, bringing users wonderful Olympic video content. Rich and diverse self-made programs, as well as a full range of live interactive experience. As a result, Tencent has also become the largest Internet company among the global Olympic rights-holding broadcasters.
Honor Zhao Ming: Magic3 will cooperate in-depth with Qualcomm’s leading flagship chip to impact the high-end market
It was learned that on May 21st, Honor CEO Zhao Ming mentioned in a media interview after the 2021 Qualcomm Technology and Cooperation Summit: “Honor Magic seriesOne product is Magic3, and Honor Magic3 will undoubtedly use the most advanced flagship chip in the industry at the time of its release”.
Inspur Information: Chairman Zhang Lei resigns
It was learned that Inspur Information announced in the evening that Zhang Lei, the chairman of the company, has applied for resignation from the position of director and chairman of the company’s eighth board of directors, chairman of the company’s strategy committee, and member of the remuneration and assessment committee due to work reasons. He will no longer be a member of the remuneration and assessment committee after resignation. Hold any position in the company. Up to now, Zhang Lei does not hold any shares of the company
The chairman of Qualcomm China talks about the “lack of cores”: Last year there was a mistake in the judgment of the industry chain, and Qualcomm will give priority to guaranteeing the supply of car manufacturers
Meng Pu, chairman of Qualcomm China, said that in the past there was a shortage of semiconductor supply from fabs about once every three years, but the duration was short, not more than 9 months. This time there is a long shortage of chips. The impact is large, and one of the main reasons is that semiconductor demand has increased due to the epidemic. On the other hand, this year’s chip production plan was formulated in May and June last year. Last year, the sales volume of the mobile phone market fell by about 20% compared with 2019. As a result of the epidemic, the industry judges that it will fall by 20% year-on-year this year, and many fabs have suspended operations. At present, Qualcomm can guarantee that it will not delay the production line of any car factory and give priority to guaranteeing the supply of the car factory. (21st Century Business Herald)
Lu Weibing, Vice President of Xiaomi: If it were not for the shortage of Snapdragon 888, the sales volume of Xiaomi 11 series would far exceed 3 million.
Lu Weibing, vice president of Xiaomi Group, said that if it were not for the shortage of Snapdragon 888, the sales volume of (Xiaomi 11 series mobile phones) would far exceed this number (3 million). (Sina Finance)
Investment and financing
“Micoot” received 360 million yuan in Series B financing
It was learned that “Micoot” has recently completed 360 million yuan in Series B financing. This round of financing was led by Newer Capital. Suzhou Rongsheng Pioneer Venture Capital Partnership, Ningbo Meishan Free Trade Port Zone Fengchuan Hongbo Investment Management Partnership (Limited Partnership), Jiaxing Shanjin Equity Investment Partnership (Limited Partnership) followed cast. Existing shareholders Northern Light Venture Capital, Tasly Capital Huaxin Fund, Xi’an Jingcheng Daxing Enterprise Management Partnership (Limited Partnership) continued to invest more. The funds raised will be used to advance the clinical trials of a series of dual-functional peptide drugs issued by the company’s Sino-US Double News, further enrich the research and development pipeline, and accelerate the construction of Suzhou industrialization base
United Imaging is considering a Hong Kong IPO and may raise at least US$1 billion.
United Imaging is considering a Hong Kong IPO, which may raise at least US$1 billion. (Bloomberg)
Aofei data: plans to acquire 40% equity of Tianjin Pangu Yuntai for 122 million yuan
It was learned that Aofei Data announced in the evening that the company intends to acquire 40% of Tianjin Pangu Yuntai held by Xinjin Shunjian and Xinjin Zhicheng at a transaction price of 122 million yuan. Tianjin Pangu Yuntai plans to build a data center project in Wuqing District, Tianjin.The direct distance between the destination and Beijing Daxing International Airport is about 37 kilometers, and the location advantage is outstanding. It has been approved for the construction of a data center with 12,000 high-power cabinets. Tianjin Pangu Yuntai’s wholly-owned subsidiary, Tianjin Chenrui Zhongdian, has been awarded the “Construction Project Planning Permit”, the project construction can be started after the completion of the acquisition.
New products
Boeing plans to increase the monthly production capacity of 737 Max aircraft to 26 by the end of this year
Boeing plans to increase the monthly production capacity of 737 Max airliners to 26 by the end of this year, and reach the official target of 31 monthly production in March 2022; Boeing executives discussed increasing the monthly production capacity of 737 Max airliners to 42 by the end of 2022 Plan. (Bloomberg)
The starting price of the upgraded version of Tesla Model 3 standard battery life increased to 39,900 US dollars
Tesla US official website shows that the standard battery life upgrade version of Tesla Model 3 starts at US$39,990, which was previously US$39,490, an increase of US$0.05 million; Model 3 long battery life version starts at US$48,900 , Previously it was US$48,490, an increase of US$0.05 million; the starting price of Model Y long-life version was US$51,990, which was previously US$51,490, an increase of US$0.05 million. (Interface)
Other important news
Fangda Group: plans to invest 2.054 billion yuan in the development of the Fangda Bay Area Headquarters Project
It was learned that Fangda Group announced on the evening of May 21 that the company and the People’s Government of Xiegang Town, Dongguan City, Guangdong Province signed the “Investment Framework Agreement” on the same day. The company intends to invest and develop Fangda Bay District in Xiegang Town, Dongguan City, Guangdong Province. The headquarters project is planned to be built into the core of rail transit intelligent manufacturing, software development, operation and maintenance services, testing services, conference training, and new material production. The rail transit equipment and system industry and the new material industry will integrate and extend the two industrial chains. The benchmark smart bay area headquarters with scientific research and innovation as the engine. The total planned investment of the project is 2.054 billion yuan.
Omar Electric: TCL Home Appliances Group and its concerted actors increase the total shareholding to 25%
It was learned that Omar Electric announced that TCL Home Appliances Group will increase its holdings of 0.95% of the company’s shares from May 7 to May 20. After this increase in holdings, TCL Home Appliances Group and its concerted actors Chongqing Zhongxin Rongze Investment Center A total of 25% of the company’s shares are held.
Changan Automobile: Controlling shareholders and concerted actors intend to reduce their holdings of the company’s shares by no more than 3%
It is learned that Changan Automobile announced that the controlling shareholder, China Changan, plans to reduce its holdings of the company’s shares by no more than 54.395 million shares (that is, no more than the total share capital of the company) within 6 months after 15 trading days. 1%). Southern Industrial Asset Management Co., Ltd., acting in concert with the controlling shareholder, plans to collectIn the bidding and block trading methods, the reduction of the company’s shares shall not exceed 109 million shares (that is, not more than 2% of the company’s total share capital).
In 2021, the actual expenditure of direct fiscal funds exceeds one trillion yuan
Liu Jinyun, director of the Treasury Payment Center of the Ministry of Finance, stated at the State Council’s regular policy briefing that this year’s normalized fiscal fund direct mechanism has performed well. Of this year’s 2.8 trillion yuan of direct fiscal funds, more than 90% of the funds have been transferred to the grassroots and users, and the actual expenditure has exceeded 1 trillion yuan. The progress is significantly higher than the progress of local general public budget expenditures, ensuring employment and protecting people’s livelihood. , Ensure that key expenditures such as market entities are effectively guaranteed. (Xinhua News Agency
China’s built 5G base stations accounted for more than 70% of the world
According to data from the Ministry of Industry and Information Technology, there are currently more than 9,000 5G application innovation cases, and 5G is accelerating its integration into thousands of industries. 5G fusion applications are phased in, and they need to maintain constant strength and orderly progress in a step-by-step implementation. Liu Liehong, Deputy Minister of the Ministry of Industry and Information Technology, stated that in order to promote the large-scale application of the independent networking model, starting from May 17, 2021, the 5G independent networking function for newly connected 5G terminals will be enabled by default. (Xinhua News Agency)
Qualcomm: Automakers are adopting 5G technology faster than 4G
At the Qualcomm Technology and Cooperation Summit 2021, Meng Pu, chairman of Qualcomm China, said that in the early years of 4G launch in 2013-2014, only two automakers launched 4G-supported cars; but in the first two 5G commercial In 2015, more than 18 automakers have released or plan to release cars that support 5G, and automakers are adopting 5G technology faster than 4G. It is reported that at present, the total value of Qualcomm’s automotive solutions orders is close to 9 billion U.S. dollars. (Securities Times)