The main content of today's Science and Technology Innovation Board morning report is: Shanghai will add 3 to 5 new companies in the field of synthetic biology to be listed by 2025; Popular Chinese concept stocks rose generally, with the Nasdaq China Golden Dragon Index rising nearly 4%; Apple announced that it will hold a new product launch event on October 30th; IFLYTEK responded that the content of the learning machine was inappropriate; Abu Dhabi Investment Authority visited Saimicroelectronics for research.
The anchor of Science and Technology Innovation Board Daily, Xiao K, will broadcast for you.
Market Dynamics
Nvidia: Relevant export controls will take effect immediately, affecting A100, A800, H100, H800, and L40S
NVIDIA disclosed in a regulatory document submitted to the US SEC that the US government has notified the company that export controls applicable to products with a total processing performance of 4800 or greater designed or sold for data centers will immediately take effect, affecting the company's A100, A800, H100, H800, and L40S products.
Shanghai: 3 to 5 new companies in the field of synthetic biology will be listed by 2025
The General Office of the Shanghai Municipal People's Government has issued the "Action Plan for Accelerating the Innovation of Synthetic Biology and Creating a High end Biomanufacturing Industry Cluster in Shanghai (2023-2025)". It is proposed that by 2025, several internationally influential scientific research achievements in the field of synthetic biology, a group of leading enterprises, and high-end talents will emerge, building a new development pattern with advanced basic research and development, active innovation and transformation, vigorous development of industrial entities, and sound and complete industrial ecology. Add more than 5 top scientists and their teams with international influence, establish a component library with a storage capacity of over one million level, build a major scientific and technological infrastructure that covers the R&D and industrial development needs of the Yangtze River Delta and even the Asia Pacific region, form a batch of related major original scientific research achievements, and enter the forefront of global innovation strategy technology; Develop key technologies with independent intellectual property rights for gene editing, synthesis and assembly, circuit design and construction, establish more than 5 functional platforms for synthetic biology, achieve a batch of transformation projects with core competitiveness, form a batch of international cooperation projects with industrial application value, and cultivate more than 10 innovative leading enterprises with certain influence at home and abroad; Attract more than 5 enterprises to establish regional or R&D headquarters, add 3-5 new synthetic biology field enterprises to the market, cultivate 1-2 advantageous enterprises with annual sales revenue exceeding 1 billion yuan, and build around 3 industrial bases with distinctive and leading domestic advantages.
Popular Chinese concept stocks rose by nearly 4% on the Nasdaq China Golden Dragon Index
Popular Chinese concept stocks generally rose, with the Nasdaq China Golden Dragon Index rising 3.98%. Xiaopeng Automobile rose by over 10%, Ideal Automobile and Bilibili rose by over 7%, NIO and Weibo rose by over 6%, Tencent Music, iQiyi, and NetEase rose by over 5%, Man Bang and Pinduoduo rose by about 4%, Futu Holdings and Baidu rose by over 3%, Alibaba rose by over 2%, JD.com rose by over 1%, and Vipshop rose slightly. Popular technology stocks generally rose, with Tesla up more than 2% and NVIDIA and Google up more than 1%.
Alphabet's revenue in the third quarter was higher than expected, but Gu Geyun's revenue was lower than expected
Google's parent company Alphabet had a revenue of $76.69 billion in the third quarter, with analysts expecting $75.54 billion; Gu Geyun's revenue is 8.41 billion US dollars, and analysts expect it to be 8.6 billion US dollars; In the third fiscal quarter, Google's service revenue was $67.99 billion, with analysts expecting $66.89 billion; Earnings per share in the third fiscal quarter were $1.55, with analysts expecting $1.45; The operating profit for the third fiscal quarter was $21.34 billion, with analysts expecting $21.44 billion.
Microsoft's first quarter revenue exceeded expectations
Microsoft's first quarter revenue was $56.5 billion, with analysts expecting $54.54 billion; The first quarter earnings per share were $2.99, with analysts expecting $2.65; The revenue of other personal computing businesses in the first quarter was 13.67 billion US dollars, with analysts expecting 12.89 billion US dollars; In the first fiscal quarter, the revenue of the intelligent cloud business was 24.26 billion US dollars, with analysts expecting 23.61 billion US dollars.
Apple Announces New Product Launch on October 30th
Apple will launch a new product on Monday, October 30th. This may be the last release of this iPhone manufacturer in 2023. The company announced on Tuesday a display plan called "Scary Fast" for next week. The event is scheduled to be held at 5pm California time and will be broadcasted on the company's website and online video services such as YouTube. Apple may release its new Mac computer at next week's press conference. The event name 'Scary Fast' may suggest that Apple is preparing to launch its M3 Mac chip, which will significantly improve the performance of Apple computers. The theme and timing of this event may also be to cater to Halloween the following day.
The second batch of Science and Technology Innovation 100ETF has been approved for inclusion in Huaxia, Huatai Bairui, and Yifangda
One month after submitting the materials, the second batch of Science and Technology Innovation 100ETF was approved. Three fund companies, including Huatai Bairui Fund, E Fund, and Huaxia Fund, have obtained approval for their sci-tech innovation 100ETF. As of now, the total scale of the first four sci-tech innovation 100ETFs established has reached 8.033 billion yuan. In addition, among the first batch of Sci Tech Innovation 100ETF, one product's feeder fund is currently being issued, and the remaining three Sci Tech Innovation 100ETF feeder funds will be issued this Thursday.
Japan Semiconductor Equipment Manufacturing Co., Ltd. Keyi Semiconductor went public today
Japan Semiconductor Equipment Manufacturing Co., Ltd., Keyi Semiconductor, went public today with a fundraising amount of 108 billion yen (approximately 5.28 billion yuan). This is also the largest fundraising in the Japanese capital market since Softbank's IPO at the end of 2018.
Qualcomm Launches Its Latest High end Mobile Platform Snapdragon 8Gen3
Qualcomm has launched its latest high-end mobile platform, Snapdragon 8Gen3, which is Qualcomm's first mobile platform designed with artificial intelligence as its core. It has also released Snapdragon X PC chips, claiming to outperform Intel and Apple in terms of performance.
Company Overview
IFLYTEK responded that the content of the learning machine was inappropriate: the product is in the trial stage and the supplier and internal personnel have been punished
Regarding the inappropriate content of iFlytek's learning machine, iFlytek Chairman Liu Qingfeng responded by stating that the relevant content was put on the shelves by the supplier for trial during the audit process. After discovering the problem, it was immediately taken off the shelves, and punishment was imposed on the cooperating supplier, as well as corresponding punishment on internal personnel. Liu Qingfeng stated that the content review mechanism of the large model has been quickly put into the learning machine to conduct stricter review.
China Unicom: Net profit for the first three quarters increased by 10.9% year-on-year to 7.578 billion yuan
China Unicom released its third quarter report, achieving a revenue of 89.86 billion yuan in the third quarter, a year-on-year increase of 2.4%; The net profit was 2.134 billion yuan, a year-on-year increase of 4.3%; The net profit attributable to the parent company in the first three quarters was 7.578 billion yuan, a year-on-year increase of 10.9%. Note: Q2 net profit is 3.178 billion yuan, based on which, Q3 net profit decreased by 33% month on month.
Zhaoyi Innovation: Net profit of 434 million yuan in the first three quarters decreased by 79.27% year-on-year
Zhaoyi Innovation announced that the company achieved a revenue of 4.394 billion yuan in the first three quarters, a year-on-year decrease of 35.08%; The net profit was 434 million yuan, a year-on-year decrease of 79.27%. Among them, the net profit in the third quarter was 97.6939 million yuan, a year-on-year decrease of 82.71%.
Wenyi Technology: The company is on file for suspected illegal and irregular information disclosure
Wen Yi Technology announced that the company has received the "Notice on Filing by the China Securities Regulatory Commission" issued by the China Securities Regulatory Commission. Due to suspected illegal and irregular information disclosure, in accordance with relevant laws and regulations, the China Securities Regulatory Commission has decided to file a case against the company.
Abu Dhabi Investment Bureau Visits Sai Microelectronics for Research
According to Saimicroelectronics, on October 24th, RashedG., Deputy Minister of Equity Investment Department of Abu Dhabi Investment Authority Almuhairi and his delegation visited the 8-inch MEMS base of Sai Microelectronics in Beijing for research. Sai Microelectronics organized the Abu Dhabi Investment Bureau team to visit the infrastructure of Beijing FAB3 Park and the clean room of MEMS production line.
Autevi: The subsidiary has signed a procurement contract with a leading photovoltaic enterprise for approximately 250 million yuan
Autoway announced that its controlling subsidiary, Xurui Technology, recently signed a procurement contract with a leading photovoltaic enterprise. Xurui Technology sells laser enhanced metallization equipment and other battery end equipment to the enterprise for approximately 250 million yuan (including tax). Due to the specific delivery batch and acceptance time of the contract, there is uncertainty about the impact of contract performance on the company's performance in 2023, which will have a positive impact on the company's business performance in 2024.
Ruichuang Weina: The actual controller proposes to repurchase shares for 50 million to 100 million yuan
Ruichuang Weina announced that Ma Hong, the actual controller, chairman, and general manager of the company, proposed that the company use its own funds to repurchase the company's shares and use all or part of them for employee stock ownership plans or equity incentives at an appropriate time in the future. The repurchase price shall not exceed 60 yuan/share (inclusive); The total amount of repurchase funds shall not be less than 50 million yuan (inclusive) and not exceed 100 million yuan (inclusive).
Zhongwang Software: Proposed buyback of company shares for 15 million to 30 million yuan
Zhongwang Software announced that it plans to repurchase company shares for 15 million to 30 million yuan, with a repurchase price not exceeding 180 yuan per share (inclusive). The repurchased shares will be used for employee stock ownership plans or equity incentives at an appropriate time in the future. In addition, Du Yulin, the controlling shareholder, actual controller, chairman and general manager, plans to increase his holdings of the company's shares within 6 months from October 25, 2023, with a total increase of no less than 7.5 million yuan and no more than 15 million yuan.
Technology Frontiers
Scientists Conduct Largest Scale Cosmological Computer Simulation
An international team led by scientists from Leiden University in the Netherlands conducted the largest known cosmological computer simulation, tracking not only dark matter but also ordinary matter such as planets, stars, and galaxies, in order to glimpse how the universe has evolved. Three related papers have been published in the latest issue of the Monthly Journal of the Royal Astronomical Society in the UK.
New Technology Can Quickly and Minimally Invasively Diagnose Cancer
The breakthrough device invented by the University of Notre Dame in the United States adopts an innovative method to 'listen' to cell conversations. In the future, this technology will help improve the diagnosis of cancer and other diseases. The relevant paper was published in the new issue of the journal 'Nano'.
Russia has developed a new space thermometer. The Samara National Aeronautics and Astronautics University of Russia announced on October 19th that scientists at the university have successfully developed a multi-channel temperature recorder MRT-2, which will be used in the "Biotype M" 2 space laboratory launched in 2024.