[Today's Guide]
> 4.0 version Industry benefits from launch of opinions on integrating Internet and industry
> Cultural system reform further deepens, enterprise influence goes abroad
> Shandong promotes construction of maritime granary and cultivates leading fishery enterprise
> Yantai Moon to buy central air-conditioning assets
[XFA Focus]
○ 4.0 version Industry benefits from launch of opinions on integrating Internet and industry
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Leaders of the Ministry of Industry and Information Technology recently indicated that instructions on the innovative integration of Internet and industry will be launched this year. Prospective study has achieved periodical progress, and is hopefully to be an important driver of Chinese Industry 4.0 strategy.
Comment: The integration of Internet and industry is the core of the new round of scientific & technical and industry revolution, and also a crucial option for China to break development bottlenecks, enhance international competitiveness and deal with the pressure of economic downtrend. According GE(General Electric)’s forecast, Industry 4.0 will bring an economic growth output of 15 trillion U.S. dollars globally in next 15 years, and China will contribute 20 percent of that. Among A-share companies, Shenyang Machine Tool Co., Ltd. (000410.SZ) can tailor automatic production line to customer’s requirements; Qinchuan Machine Tool & Tool Group Share Co., Ltd. (000837.SZ) obtained special funds from the government for its industrial robot’s joint reducer project; the robot project will contribute to the performance growth of Ningbo Joyson Electronic Corp. (600699.SH), whose current stock price is below the floor price of private placement.
[XFA Selection]
○ China Securities Regulatory Commission (CSRC) unconditionally approved the procurement plan of Sinotex Investment & Development Co., Ltd. (600061.SH) on Essence Securities. More securities companies may be listed indirectly in the future.
○ The shareholding rate of Anbang Insurance in China Merchants Bank Co., Ltd. (600036.SH; 03968.HK) rose to 13.11 percent after it increased shareholding by 178 million shares on Dec. 31, according to the disclosure of HKEx on Jan. 6.
○ China National Offshore Oil Corporation (CEO.NYSE; 00883.HK) discovers medium or above size natural gas again, further indicating the sound exploration prospect of the deep water area of southeast Hainan basin in the South China Sea.
○ China will adopt a series of measures to strive to develop modern eco-cycle agriculture and basically realize the recycling of livestock manure and straw.
○ The State Administration of Foreign Exchange will inspect the foreign exchange business of seven banks, so as to prevent any violations in operation and illegal or criminal activities.
[Industry Information]
○ Cultural system reform further deepens, enterprise influence goes abroad
------
CCTV News reported on Jan. 6 that as cultural system reform deepens, market competitiveness and brand influence of Chinese cultural enterprises improve continuously. E-school bag developed by the subsidiary of China South Publishing & Media Group Co., Ltd. (601098.SH) has been exported to South Africa, Uzbekistan, etc.; Jiangsu Phoenix Publishing & Media Corporation Limited (601928.SH) purchased the leading enterprise in American children's book market last year, and is expected to spread classic Chinese stories like Monkey King to European and American markets.
Comment: Cultural soft power will become the new keyword of China’s development after high-end equipment manufacturing like high-speed rail goes abroad. Among other cultural companies, Guangdong Alpha Animation and Culture Co., Ltd. (002292.SZ) cooperates with U.S. companies to share profit in issuing three Hollywood blockbusters globally; Huayi Brothers Media Corporation (300027.SZ) plans to establish film investment and production subsidiary in the U.S. to accelerate its internationalization pace.
○ Shandong promotes construction of maritime granary and cultivates leading fishery enterprise
------
The General Office of People’s Government of Shandong Province recently made public of the “Implementation Opinions on Promoting the Construction of ‘Maritime Granary’ ”. It is proposed that total aquatic products output of the province will reach 10 million tons by 2020, providing urban and rural residents with 40 percent animal protein. For this purpose, modern operation system will be built, leading fishery enterprises will be cultivated and large-scale industrial group will be established through merger, reorganization, etc.
> 4.0 version Industry benefits from launch of opinions on integrating Internet and industry
> Cultural system reform further deepens, enterprise influence goes abroad
> Shandong promotes construction of maritime granary and cultivates leading fishery enterprise
> Yantai Moon to buy central air-conditioning assets
[XFA Focus]
○ 4.0 version Industry benefits from launch of opinions on integrating Internet and industry
------
Leaders of the Ministry of Industry and Information Technology recently indicated that instructions on the innovative integration of Internet and industry will be launched this year. Prospective study has achieved periodical progress, and is hopefully to be an important driver of Chinese Industry 4.0 strategy.
Comment: The integration of Internet and industry is the core of the new round of scientific & technical and industry revolution, and also a crucial option for China to break development bottlenecks, enhance international competitiveness and deal with the pressure of economic downtrend. According GE(General Electric)’s forecast, Industry 4.0 will bring an economic growth output of 15 trillion U.S. dollars globally in next 15 years, and China will contribute 20 percent of that. Among A-share companies, Shenyang Machine Tool Co., Ltd. (000410.SZ) can tailor automatic production line to customer’s requirements; Qinchuan Machine Tool & Tool Group Share Co., Ltd. (000837.SZ) obtained special funds from the government for its industrial robot’s joint reducer project; the robot project will contribute to the performance growth of Ningbo Joyson Electronic Corp. (600699.SH), whose current stock price is below the floor price of private placement.
[XFA Selection]
○ China Securities Regulatory Commission (CSRC) unconditionally approved the procurement plan of Sinotex Investment & Development Co., Ltd. (600061.SH) on Essence Securities. More securities companies may be listed indirectly in the future.
○ The shareholding rate of Anbang Insurance in China Merchants Bank Co., Ltd. (600036.SH; 03968.HK) rose to 13.11 percent after it increased shareholding by 178 million shares on Dec. 31, according to the disclosure of HKEx on Jan. 6.
○ China National Offshore Oil Corporation (CEO.NYSE; 00883.HK) discovers medium or above size natural gas again, further indicating the sound exploration prospect of the deep water area of southeast Hainan basin in the South China Sea.
○ China will adopt a series of measures to strive to develop modern eco-cycle agriculture and basically realize the recycling of livestock manure and straw.
○ The State Administration of Foreign Exchange will inspect the foreign exchange business of seven banks, so as to prevent any violations in operation and illegal or criminal activities.
[Industry Information]
○ Cultural system reform further deepens, enterprise influence goes abroad
------
CCTV News reported on Jan. 6 that as cultural system reform deepens, market competitiveness and brand influence of Chinese cultural enterprises improve continuously. E-school bag developed by the subsidiary of China South Publishing & Media Group Co., Ltd. (601098.SH) has been exported to South Africa, Uzbekistan, etc.; Jiangsu Phoenix Publishing & Media Corporation Limited (601928.SH) purchased the leading enterprise in American children's book market last year, and is expected to spread classic Chinese stories like Monkey King to European and American markets.
Comment: Cultural soft power will become the new keyword of China’s development after high-end equipment manufacturing like high-speed rail goes abroad. Among other cultural companies, Guangdong Alpha Animation and Culture Co., Ltd. (002292.SZ) cooperates with U.S. companies to share profit in issuing three Hollywood blockbusters globally; Huayi Brothers Media Corporation (300027.SZ) plans to establish film investment and production subsidiary in the U.S. to accelerate its internationalization pace.
○ Shandong promotes construction of maritime granary and cultivates leading fishery enterprise
------
The General Office of People’s Government of Shandong Province recently made public of the “Implementation Opinions on Promoting the Construction of ‘Maritime Granary’ ”. It is proposed that total aquatic products output of the province will reach 10 million tons by 2020, providing urban and rural residents with 40 percent animal protein. For this purpose, modern operation system will be built, leading fishery enterprises will be cultivated and large-scale industrial group will be established through merger, reorganization, etc.
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