Why does the "King Ning" think that the king track is very important?

In just over a month, the stock price of the Ningde Times (SZ300750, the stock price of 563.50 yuan, and a market value of 1313.435 billion yuan) has risen nearly 60%. After returning to the trillion market value, there is still no pace of stopping.

The sought after investors stems from the technological innovation strength and confidence of the "King Ning" on the new energy track. For example, the CTP3.0 Kirin battery released this time, "system integration hit a new global high", achieves technological breakthroughs such as "1,000 kilometers of vehicles". It is not difficult to understand the fixed increase of 45 billion yuan.

Why do "King Ning" be king? The track is very important. The technology brand carries people's longing for a better life in the future. New energy is a rising track that China is achieving overtaking in the global field. Ningde Times was the leader of this new track. Create a new category and become the leader of this category, which is the true "king" of the brand's rise. Strategic Decision

Lenovo Group (HK00992): At the launch of the "2021/2022 Lenovo Enterprise Social Value Handbook" held on June 17, the Group's net zero discharge was not later than 2050. The hardware company transformed into the three pillars of software and services, creating the social value of the enterprise, strengthened the two cornerstones of "the same Lenovo" and digital transformation, and achieved the goals of the crossing cycle. In terms of promoting green low -carbon transformation, Lenovo will achieve the net zero emissions of the entire Lenovo Group in 2050.

China Mobile (HK00941): The mobile information industry chain innovatively promoted a number of measures on June 21, China Mobile's "2022 Science and Technology Week and the Mobile Information Industry Chain Innovation Conference" was held in a combination of online and offline. The Industrial Chain Expert Committee issued a mobile information modern industry chain "100 million" partners on the chain. The industrial park (Beijing) opened the park and officially launched the master node of the collaborative innovation base.

Major release

Guizhou Moutai (SH600519): It is proposed to issue 27.2 billion yuan of annual cash dividends on June 23. On June 23, Guizhou Moutai issued an announcement. The annual profit distribution plan for 2021 was 21675 yuan (including tax) per share. Essence The dividend of Guizhou Moutai has once again set a record since its listing, an increase of nearly 3 billion yuan from the previous year's 24.2 billion yuan.

SF Holdings (SZ002352): In May, operating income increased by 45.43% year -on -year on June 20. SF Holdings released the May Express Logistics Business Business Briefing. The briefing shows that the total revenue of express logistics business, supply chain and international business increased by 45.43%year -on -year. Among them, the operating income of express logistics business was 13.938 billion yuan, an increase of 8.13%year -on -year; the business volume was 902 million votes, a year -on -year increase of 4.4%. Supply chain and international business operating income of 7.128 billion yuan, an increase of 346.9%year -on -year.

Operating measure

Tencent Holdings (HK00700): Reduced the new Oriental online set of approximately 719 million Hong Kong dollars on June 20th. According to the disclosure documents of the Hong Kong Stock Exchange, Tencent Holdings sold 74.6 million shares of New Oriental Online on June 15 and June 16, and cash withdrawal about the approximately approximately At HK $ 719 million, the shareholding ratio after the reduction was reduced from 9.04%to 1.58%. Recently, the live broadcast platform under New Oriental Online has been popular on the entire network due to the use of "bilingual with goods", and the stock price has soared all the way. From June 10 to June 16, New Oriental's stock price rose exceeded 500%.

SAIC Group (SH600104): Three major production levels before the resumption of the epidemic in Shanghai's entire car manufacturer According to news on June 18, with the news chain supply chain in the Yangtze River Delta region gradually resumed normal, from June 1st to 18th, SAIC Group's automobile production has exceeded 200,000, an increase of about 30%year -on -year. At present, the three major output of SAIC PICC, SAIC Volkswagen, and SAIC -GM's three -day output in Shanghai's entire car manufacturer reached 13,000 units, which basically returned to the normal level before the epidemic.

Industrial expansion

Ningde Times (SZ300750): 45 billion yuan of fixed increase to the end, Gao Yue Capital participated in the rating of June 22, the fixed increase in Ningde Times finally came to an end, and finally determined 22 subscription objects. The net amount of capital was about 44.87 billion yuan. It is worth noting that HHLR Management Co., Ltd., which is renamed by Gaozhang Capital, HHLR Management Co., Ltd.-HHLR China Fund was assigned about 7.317 million shares, with a amount of nearly 3 billion yuan.

Hisense Video (SH600060): In 2022, the first batch of high -end vehicle display products were delivered on June 24. Hisense video on investor interactive platform stated that the company's high -end vehicle display screen combined the company's MINI LED display technology and chip technology The advantages of the other side. The first batch of high -end vehicle display products will be completed in 2022. Following the maturity of the industrial development in the field of home and commercial display, the company has actively expanded to the third largest core space -car scene expansion.

New products are online

Geely Automobile (HK00175): The fourth -generation Dahao alcohol electric hybrid car mass production on June 22, the fourth -generation Dahao alcohol electric hybrid sedan was launched at the Geely Shanxi Jinzhong base, and the mass production was officially opened. The offline means that Geely will make greater contributions to establishing a clean and low -carbon safe and efficient energy system, and it also marks that Geely's new track on the new track of methanol cars is going to a new journey. At the same time, Geely Jinzhong Base was the first long -range methanol heavy card. Ningde Times (SZ300750): CTP3.0 Kirin battery was quantified and listed in 2023. On June 23, the Ningde Times released the CTP3.0 Kirin battery, which will be quantified and listed in 2023. The integration of the Kirin battery system reached a global high, with a volume utilization rate of 72%, and the energy density can reach 255Wh/kg, achieving a battery life of 1,000 kilometers. Through the world's first battery cell large cooler cooling technology, the Kirin battery supports 5 minutes to fast hot start and 10 minutes fast charging.

Technical innovation

Longji Green Energy (SH601012): Released the first one -stop household photovoltaic solution on June 21, the first one -stop household use of photovoltaic solutions "Longji Sunflower" was officially released. It is reported that the plan aims to realize integrated integrated services to users through the online platform, that is, starting from power station application to later operation and maintenance, and Longji provides users with a one -stop indifferent custody service for the entire life cycle of the power station.

Daily Economic News

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