"Ning Wang" high -level mutation!what happened?

Source: brokerage China

On the first trading day in August, three track variables!

Zhou Jia, general manager of Ningde Times (will be the vice chairman), and Huang Shilin, deputy general manager, resigned. Mr. Zeng Yuqun, the founder and chairman of the company, was appointed as the general manager by the company's board of directors. Data show that Huang Shilin and his consistent actors hold a total of 260 million shares of the company, accounting for 10.69%of the company's total share capital.

It is more interesting that there are two messages on the market on Monday on the market. First, the old private equity Chongyang Investment is bluntly, the current energy sector is valued at high; the second is that scientists from the Hong Kong University of Science and Technology (HKUST) have developed a new type of hydrogen fuel cell, which reduces the amount of platinum by 80%, which means hydrogen, which means hydrogen, which means hydrogen. The cost of fuel cells will decline sharply and usher in a breakthrough.

The change of another track is related to the United States or again to the Chinese companies. According to four people familiar with the matter, the United States considers the restrictions on restricting the export of American chip manufacturing equipment to Chinese storage chip manufacturers. The measures will prohibit the shipping factories of American chip manufacturing equipment to the advanced NAND chip manufacturing in China to crack down on Chinese manufacturers including the Yangtze River storage, and South Korean giants Samsung and Hynix may also be damaged. These two giants have related businesses in China in China Essence

"Ning Wang" high -level mutation

On the evening of August 1, several unexpected announcements were released during the Ningde era.

The first announcement was that the company's board of directors recently received a written resignation application from Mr. Zhou Jia, the general manager of the company, and Mr. Zhou Jia resigned as the general manager of the company due to work adjustment application. According to the relevant provisions of the "Company Law" and "Company Articles of Association", the application for resignation will take effect from August 1, 2022. After resigning the above position, Mr. Zhou Jia will serve as the company's vice chairman and continue to serve as a member of the strategic committee of the company's board of directors. It is mainly responsible for the company's strategic and investment management related work. The company and the company's board of directors expressed their sincere gratitude to Mr. Zhou Jia's diligence during his diligence to make his contribution to the company's development.

After review by the third board of directors of the company's board of directors, the company held the eighth meeting of the third board of directors on August 1, 2022 to review and approve the "Proposal on the General Manager of the Company", and agreed to appoint Mr. Zeng Yuqun as the general manager of the company. From the date of review and approval of the board of directors until the expiration of the term of the third board of directors. Mr. Zeng Yuqun meets the requirements of the general manager of the company and can be competent for the responsibilities of the corresponding position.

The second announcement is: The company's board of directors recently received a written resignation application from the company's vice chairman and deputy general manager Mr. Huang Shilin. Mr. Huang Shilin applied for resignation from the company's vice chairman, director, and board strategic committee member of the company for personal care. And deputy general manager position. After resigning the above position, Mr. Huang Shilin will no longer work in the company.

As of the disclosure of the announcement, Mr. Huang Shilin directly held 259 million shares of the company, accounting for 10.61%of the company's total share capital. Yichunxiao No. 5 Private Equity Investment Fund, Tongyi Xiangyang No. 7 Private Equity Investment Fund, Tongyi Xiangyang No. 8 Private Equity Investment Fund, Tongyi Xiangyang No. 9 Private Equity Securities Investment Fund holding a total of 1.9999999 million shares, accounting for the company's general At 0.08%of the share capital, Huang Shilin and his unanimous actors held a total of 260 million shares of the company, accounting for 10.69%of the company's total share capital.

Regarding Huang Shilin's resignation, the Ningde Times responded to a Chinese reporter on the evening of August 1 that Mr. Huang Shilin will explore business opportunities in the emerging field of "Optical Storage and Charging". develop.

Ningde Times Chengcheng Fund Second Warehouse Stock

Chinese reporters of securities firms noticed that in the A -share market, among listed companies with a market value of more than 100 billion yuan, many industry leaders are the positions of chairman and general manager. For example: BYD, Midea Group, Haitian Weiye, Muyuan Co., Ltd., Wuyuan Kangde, Lixin Precision, SF Holdings, Yili Holdings, Haier Zhijia, Sunshine Power, Gree Electric, Jing'ao Technology, Tianhe Guangneng, Huichuan Technology , Ganfeng Lithium Industry, Zhifei Bio, etc.

According to Wind data, as of the end of the second quarter, the size of public funds reached 2.666 trillion yuan, an increase of 6.71%from the previous quarter. In the second quarter, Guizhou Maotai returned to the first of heavy warehouses. In the Ningde era, the market value of heavy positions was 112.1 billion yuan.

According to Wind data, as of the end of June, the Ningde era appeared among the top ten heavy stocks of more than 1,800 public fund products. Among them, Ningde Times was the largest heavy stock stock of more than 500 public fund products, and it was also the second largest heavy stock stock of more than 400 products.

From the perspective of stock price performance, the stock price of Moutai in Guizhou rose 20.25%in the second quarter, and the Ningde Times rose 4.24%. However, since the third quarter, the stock price of Moutai in Guizhou has continued to call back, down 7.56%; while the stock price of Ningde Times has performed more stable during the same period, the cumulative increase was 0.17%. On August 1, the stock price of Ningde Times rose more than 5%, while Moutai, Guizhou fell 0.43%.

Hydrogen can break through

Lithium batteries are already high in the industry and the company's maturity. On August 1st, the old private equity Chongyang Investment issued a letter to investors on its official micro. In the letter, they wrote like this: As for the current hot new energy sector, we believe that the current valuation is high, and the risk of excessive crowded transactions in the short term should be alert. But from a long -term perspective, we very much recognize that the two tracks of new energy and new energy vehicles have very much room for growth. Therefore, we will pay attention to and lay out the future. In the future, it will continue to enjoy high -quality new energy companies in the industry. Another news worthy of attention is that fuel cells ushered in a key part of breakout. According to the Finance News Agency, recently, scientists from the Hong Kong University of Science and Technology (HKUST) have developed a new hydrogen fuel cell. It is said that it is not only the most durable hydrogen battery in the world so far, but also more cost -effective, paving the way for the world's widespread green energy sources.

Although the hydrogen fuel cell has developed for many years and has environmental protection benefits, it has not been widely commercialized. This is because its power generation relies on electrical catalysts seriously, while electrocatalysts are mainly composed of very expensive and rare metal platinum. Therefore, researchers have been working hard to develop alternatives to replace platinum with more common and cheaper materials such as iron, nitrogen, and carbon. But these materials are either inefficient in power generation or poor durability.

A new formula was found by the research team led by Professor Shao Minhua, a professor of chemistry and biological engineering at the Department of Chemistry and Biological Engineering of Hong Kong University of Science and Technology. It not only reduced the proportion of platinum use by 80%, but also set the highest historical record in terms of battery durability. It is understood that although the platinum content is very low, the new hybrid catalyst developed by the research team can still maintain 97%of the platinum catalytic activity after 100,000 acceleration pressure testing. At present, other catalysts usually perform performance after 30,000 acceleration pressure testing performance. It will decrease more than 50%. In another test, the new fuel cell did not show any performance decline after running 200 hours. The results of the research have been published in the magazine of "Natural Catalysis" in the near future.

Pass the disadvantaged signal in the periphery

The third track is a chip.

According to Reuters, according to four people familiar with the matter, the United States is considering restricting restrictions on exporting American chip manufacturing equipment to Chinese storage chip manufacturers, including Yangtze Storage Technology Co., Ltd. (YMTC) to restrict China's semiconductor industry development and protect American companies Essence

Sources who are unwilling to disclose their names said that if President Biden's government continues to take action, it may also damage the Korean storage chip giant Samsung Electronics and SK Hynix. Samsung has two large factories in China, and SK Hynix is ​​acquiring the NAND flash chip manufacturing business in China in China.

This will also seek to protect the only US storage chip manufacturer Western Data Company (WDC.O) and Micron Technology Corporation (MU.O). These two companies account for about a quarter of the NAND chip market.

However, all sources described the government's consideration of the matter in the early stage and had not drafted any proposed regulations.

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