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智通港股早知道 | 工信部印发《人形机器人创新发展指导意见》 零跑汽车(09863)官宣全系车型降价

Zhitong Hong Kong stocks have long known | The Ministry of Industry and Information Technology issued the “Guiding Opinions on the Innovation and Development of Humanoid Robots”, Zero Sports Auto (09863) officially announced price cuts for all models

Zhitong Finance ·  11/03/2023 07:52

According to information on the Ministry of Industry and Information Technology website, the Ministry of Industry and Information Technology issued the “Guiding Opinions on the Innovation and Development of Humanoid Robots”. Among them, it is proposed that by 2025, an innovative system for humanoid robots will be initially established, and a number of key technologies such as “brain, cerebellum, and body” will make breakthroughs to ensure the safe and effective supply of core components.

[Today's headlines]

The Ministry of Industry and Information Technology issued the “Guiding Opinions on the Innovation and Development of Humanoid Robots”

According to information on the Ministry of Industry and Information Technology website, the Ministry of Industry and Information Technology issued the “Guiding Opinions on the Innovation and Development of Humanoid Robots”. Among them, it is proposed that by 2025, an innovative system for humanoid robots will be initially established, and a number of key technologies such as “brain, cerebellum, and body” will make breakthroughs to ensure the safe and effective supply of core components. The whole machine product has reached the international advanced level, and mass production has been achieved. It has been demonstrated and applied in scenarios such as speciality, manufacturing, and livelihood services, and the exploration and formation of effective governance mechanisms and methods. Cultivate 2-3 ecological enterprises with global influence and a number of specialized new small and medium-sized enterprises, create 2-3 industrial development clusters, and nurture and develop a number of new businesses, new models, and new business formats.

A relevant person in charge of the Science and Technology Department of the Ministry of Industry and Information Technology said that humanoid robots integrate advanced technologies such as artificial intelligence, high-end manufacturing, and new materials, and are expected to become disruptive products after computers, smart phones, and new energy vehicles. They have great development potential and broad application prospects, and are a new racetrack for future industries. China's humanoid robot industry already has a certain foundation in the early stages, but there are still shortcomings and weaknesses in key basic components, operating systems, machine products, leading enterprises, and industrial ecology. There is a need to strengthen policy guidance, gather resources to promote key technological innovation, and cultivate and form a new type of productivity.

Hong Kong stocks Xiaomi Group-W (01810), Minimally Invasive Robot-B (02252), Baidu Group-SW (09888), and Xiaopeng Motor-W (09868) involve robot concepts. On October 24, Xiaopeng Technology Day “amplified moves” and launched Xiaopeng Motor's self-developed humanoid bipedal robot PX5, a mass-producible land-air integrated flying car, and the first MPV “Xiaopeng X9.”

[General outlook]

10-year US Treasury yields fell to a three-week low

At the close overnight, the Dow rose 564.50 points, or 1.70%, to 33839.08 points; the NASDAQ rose 232.72 points, or 1.78%, to 13294.19 points; and the S&P 500 index rose 79.92 points, or 1.89%, to 4317.78 points. The Nasdaq Golden Dragon Index closed up 2%, Xiaopeng Motor closed up 6.6%, and Alibaba rose 1.1%. The Hong Kong stock ADR index rose. In proportional terms, it closed at 17,391 points, up 160.77 points or 0.92% from the Hong Kong closing market.

The US dollar fell, and the benchmark 10-year US Treasury yield fell to a three-week low.

[Hot preview]

HSBC Report: The Bank of England has ended this round of interest rate hikes

Hussain Mehdi, a macro and investment strategist for asset management at HSBC, said in a report that since the momentum of the British economy is weakening and the labor market situation is cooling down, the Bank of England, like the Federal Reserve and the European Central Bank, has ended this round of interest rate hikes. He said, “Very strict policies should play a role in moderating demand.” As forward-looking indicators suggest that the economy will slow further and deflate in the future, “we think dovism may begin to gain the upper hand after entering 2024.”

Yu Weiwen, Hong Kong Monetary Authority: The most important thing is that the Hong Kong money market is still operating in a very orderly and smooth manner

On November 1, local time, the Federal Reserve kept the federal funds rate target range of 5.25 to 5.5 percent unchanged, as expected by the market. Yu Weiwen told the media on Fintech Week that it is important to note that although the US inflation trend has declined a lot, it is still far from the 2% target. He said that at present, inflation in the US is mainly driven by the service sector, including wages that have not fallen, and housing prices have risen unexpectedly, so the extent to which inflation has slowed is still unclear. Regarding the Hong Kong interest rate situation, he pointed out that if the US interest rate continues to rise, the basic interest rate in Hong Kong will be adjusted upward, but he is not worried about this. Most importantly, the Hong Kong money market is still operating in a very orderly and smooth manner.

Yuanda Pharmaceutical (00512): Clinical trials of ARC01, the global innovative therapeutic cancer vaccine, were accepted by the State Drug Administration

According to the Zhitong Finance App, Yuanda Pharmaceutical (00512) announced that the new drug clinical trial application (IND) for the therapeutic tumor vaccine ARC01 (A002) for advanced unresectable or recurrent/metastatic solid tumors positive for human papillomavirus type 16 (HPV-16) of Nanjing Auro Biotechnology Co., Ltd. (Orobio), a subsidiary of the group, was officially accepted by the National Drug Administration (FDA) of the People's Republic of China. The study is an open-label, phase I clinical study with increased doses. It is intended to enroll no more than 42 subjects. It aims to evaluate the safety, tolerability, immunogenicity, pharmacokinetic characteristics and efficacy of ARC01 in the treatment of Chinese subjects with advanced unresectable or recurrent/metastatic solid tumors positive for HPV-16.

Autohome-S (02518) announced third quarter results: net profit attributable to common shareholders of 564 million yuan increased 13.85% year-on-year

According to the Zhitong Finance App, Autohome-S (02518) released its results for the third quarter of 2023. The group obtained total net revenue of 1,906 billion yuan (same units below), an increase of 3.4% over the previous year; net profit attributable to Auto Home was 578 million yuan, an increase of 13.88% over the previous year; and net profit attributable to common shareholders was 564 million yuan, an increase of 13.85% over the previous year.

Times Electric (03898): The 6-inch silicon carbide chip transformation will be completed by the end of the year

Some investors asked Times Electric on the interactive platform: The transformation of the 6-inch silicon carbide chip wire has been completed in stages. How is the current shipping situation, and is it profitable? Times Electric responded: The 6-inch silicon carbide chip transformation will be completed by the end of the year. In the first 3 quarters of 2023, it has already received more than 10 million yuan of SiC orders in the industrial market. This year, SiC will be shipped in small batches, and a small amount of revenue will be generated.

Fuzhikang Group (02038) Fa Profit Alert expects a significant year-on-year increase in comprehensive net loss in 2023

According to the Zhitong Finance App, Fuzhikang Group (02038) announced its results for the nine months ended September 30, 2023. The group obtained operating income and other operating income of US$5.19 billion, a year-on-year decrease of 25.86%; the period loss was US$70.2 million, an increase of 82.52% over the previous year. The company currently anticipates that the Group will achieve a comprehensive net loss in fiscal year 2023. This loss may be significantly greater than the Group's consolidated net loss for fiscal year 2022 (approximately US$72.14 million).

Yum China (09987): Approved by the board of directors to increase share repurchase authorization by US$1 billion

According to the Zhitong Finance App, Yum China (09987) announced that the company's board of directors has approved the company's increase in stock repurchase authorizations by 1 billion US dollars. As a result, the total number of stock repurchase authorizations obtained by the company has reached 3.4 billion US dollars.

Zero Sports Auto (09863) officially announced price reduction for all models with a maximum subsidy of 10,000 yuan

Zero Run officially announced price cuts for all models, with the highest financial interest rate discount of 10,000 yuan/vehicle. From November 1 to November 30, the Zero Run T03, Zero Run C01, Zero Run C11, Zero Run C01 Super Range, and Zero Run C11 Super Range will all enjoy financial interest rates, optional funds, etc.

Heyo-B (02256): Pimicotinib showed excellent antitumor activity and good safety

According to the Zhitong Finance App, Heyu-B (02256) announced that Heyu Pharmaceutical, an affiliate of the company, announced two important clinical trial research progress of the self-developed next-generation CSF-1R inhibitor pimicotinib (ABSK021) at the CTOS annual meeting held in Ireland from November 1 to 4, 2023, respectively, an explanation of the key global multicenter clinical phase III trial plan for TGCT being carried out by Pimicotinib and a further update of its phase Ib clinical trial data after long-term follow-up.

[Individual stocks are a bit clear]

Giant Bio (02367): Double Eleven pre-sale starts

Tmall Shuang11 leading domestic brands experienced strong growth in 2023. According to data from a Tmall spokesperson, more than one hour of sales of domestic brands ushered in a multi-fold increase. Among them, Juzi Biotech's pre-sale of Humei exceeded the full cycle of 2022 Double 11 in 4 hours, and its collagen sticks sold more than 300,000 units in 3 hours; Coligin's pre-sale for 4 hours exceeded the full cycle of Double 11 in 2022, an eight-fold increase over the first day of 2022, an impressive performance.

Open Source Securities previously pointed out that the company's star product, Ke Mei Collagen Stick, had an impressive performance in the first half of the year, and new products such as collagen milk and collagen relief supplements were rich in the product matrix, and the big single product strategy continued to advance; the “OK series” was upgraded and rare ginsenosides were used to enrich the usage scenarios of the recombinant collagen brand and expand the brand population; furthermore, the company's self-developed recombinant collagen medical filler is expected to be approved in 2024. After the pipeline is launched, the contribution may increase considerably. Channel side: All-round expansion online and offline to continuously strengthen operational capabilities and achieve broader and more effective consumer reach.

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