[today's Guide]
The monthly bidding volume of wind power is significantly higher than that in the same period of previous years. It has become the cheapest clean energy. The company's products have achieved full power coverage
With an increase of 140%, the future output value may account for 4% of GDP. This industry has ushered in a golden opportunity period
Many parties have issued a new round of construction plans, and the construction of this new infrastructure industry will be "moderately advanced". These company products have covered a number of new infrastructure fields
The de industrialization rate may reach 25%, and the industry may reverse in the second half of the year or the orientation cycle. The company has already arranged the operation of the whole industrial chain
Hualong-1 passed the UK general design review (GDA)
[subject details]
The monthly bidding volume of wind power is significantly higher than that of the same period in previous years
According to incomplete statistics of the organization, the number of onshore wind power bidding in January exceeded 10GW, significantly higher than that in the same period of previous years. Among them, large bidding includes China Resources Datang 5GW, Huaneng 3.11gw and China Resources 0.65gw.
Over the past 10 years, the cost of global onshore wind power has decreased by 56%, becoming the cheapest clean energy. As the opening year of the 14th five year plan, the wind power related plans and policies appeared frequently in 2021, and China's wind power industry entered a new stage of development. According to the Beijing Declaration on wind energy, in the 14th five year plan, the average annual new installed capacity should be more than 50gw. After 2025, the average annual new installed capacity of wind power in China should not be less than 60GW, at least 80gw by 2030 and at least 300gw by 2060. Boc International (China) Co.Ltd(601696) the analysis points out that at present, the wind power industry is in the stage of rapid development, the land wind has achieved parity, the large-scale sea wind continues to reduce costs and parity is imminent, and the leaders in all links will continue to benefit.
Among the A-share listed companies, Jiangyin Hengrun Heavy Industries Co.Ltd(603985) is one of the few enterprises in the world that can manufacture 7.0mw and above Shanghai wind power tower flange. At the same time, the company has mass produced 9mw offshore wind power tower flange. Jinlei Technology Co.Ltd(300443) the leading product is 1.5MW to 8mW wind turbine spindle, which is one of the largest manufacturers of Wind Turbine Spindle in the world. Shanghai Electric Wind Power Group Co.Ltd(688660) wind turbine products have achieved full power coverage from 1.25mw to 8mW. In 2020, the newly installed capacity ranks seventh in the world and second in the sea.
the consumption of sports goods during the Spring Festival increased by 140%, and the proportion of future output value in GDP may reach 4%
According to the value-added tax invoice data released by the State Administration of Taxation, the consumption vitality of residents throughout the country has increased during the Spring Festival this year, and the sales revenue of relevant industries has increased driven by the Winter Olympic Games. This year's Spring Festival coincides with the opening of the Winter Olympic Games, which has set off an upsurge of ice and snow sports around the country, driving the sales revenue of national sporting goods and sports related services to increase by 32.4% and 1.4 times year-on-year respectively.
Policies have been issued one after another to release the development dividends of the sports industry: during the preparation for the Beijing Winter Olympic Games, the state has successively issued a number of policies and reform documents in the field of sports, For example, the guiding opinions on accelerating the development of fitness and leisure industry, the outline of building a sports power, the national fitness plan (2021-2025), the development plan of ice and snow sports (2016-2025), and the implementation outline of "driving 300 million people to participate in ice and snow sports" (2018-2022), etc. According to the calculation of the State Administration of sports, by 2035, the proportion of China's total sports industry in GDP will reach about 4%, which will become a pillar industry of national economic development. Cinda Securities believes that the holding of the Beijing Winter Olympic Games is promoting the development of national fitness and the construction of a sports power in an all-round way. Due to national policies and sports reform dividends, the upsurge of national fitness and the rapid expansion of the scale of the sports industry, China's sports industry will usher in a golden opportunity period.
Among A-share listed companies, China Sports Industry Group Co.Ltd(600158) is a licensed retailer for Beijing 2022 Winter Olympic Games and winter Paralympic Games. In terms of Winter Olympic Games operation, it mainly focuses on market development, sports brokerage, sports events, licensed commodity sales, etc. Huali Industrial Group Company Limited(300979) is a leading professional manufacturer of sports shoes in the world. Its main customers are global well-known enterprises such as Nike, VF, Deckers, Puma and Columbia. Jiangsu Jinling Sports Equipment Co.Ltd(300651) is the official partner of FIBA, one of the drafting units of the standard of basketball frame (gb23176-2008), and has provided equipment and services for CBA League for 27 consecutive seasons.
many parties have issued a new round of construction plan, and the construction of this new infrastructure industry will be "moderately ahead"
Many parties are stepping up the drawing of a new round of "new infrastructure" planning map. Including the Ministry of industry and information technology, the national development and Reform Commission and other departments, it is clear that 5g, data center and other new infrastructure construction will be moderately deployed in advance. More than 20 provinces (autonomous regions and cities), including Shanghai, Fujian, Sichuan, Hunan and Anhui, have defined the construction plans of 5g and data center in 2022, and proposed to further give play to the scale effect and driving role of "new infrastructure" such as 5g, so as to create an important engine of economic growth.
During the deployment of economic work in 2022, the central economic work conference proposed that the policy force should be appropriately advanced and infrastructure investment should be carried out moderately in advance, so as to ensure that the objectives of stable investment and steady growth can be achieved on schedule. Compared with traditional infrastructure, "new infrastructure" has the characteristics of many fields, wide coverage and strong economic driving effect. It is an important support for expanding effective investment. 5g is an important area of "new infrastructure". At present, many parties are accelerating the release of policy dividends, promoting the construction of 5g network at a "moderately advanced" pace, and accelerating the coverage of 5g to counties and towns. According to the data of the Ministry of industry and information technology, by the end of 2021, the number of 5g base stations across the country had exceeded 1.4 million, including more than 800000 jointly built and shared 5g base stations. 5g network has covered all prefecture level cities, more than 98% of County cities and 80% of township towns, and the breadth and depth of network coverage have been continuously improved. Dongxing Securities Corporation Limited(601198) the analysis points out that considering that the "new infrastructure" is in the early stage of development, it is conservatively assumed that the investment scale of "new infrastructure" in 2022 will be 2.5-3.0 trillion yuan, accounting for 12% - 15% of the total infrastructure investment, driving the annual infrastructure growth rate by 0.4-0.7 percentage points.
Among the A-share listed companies, Eoptolink Technology Inc.Ltd(300502) has successfully developed 25g, 50g, 100g and 200g series optical module products covering 5g front pass, middle pass and return pass and realized batch delivery. At the same time, it is one of the few enterprises in China that batch deliver 100g, 200g and 400g high-speed optical modules used in the data center market and master high-speed optical device chip packaging and optical device packaging. Suzhou Tfc Optical Communication Co.Ltd(300394) is an overall solution provider of optical devices. Its products are widely used in data centers, telecommunications and other fields. Jiangsu Zhongtian Technology Co.Ltd(600522) optical communication industry includes 5g series products such as optical fiber and cable, optical module, data center, PON, 5g indoor and outdoor coverage and Internet of things terminal.
the elimination rate may reach 25%, and the second half of the industry or the orientation cycle will reverse
According to the monitoring of the national development and Reform Commission, the national average pig grain price ratio was 5.57:1 in the week from January 24 to 28, which was between 5:1 and 6:1 for three consecutive weeks, entering the level II early warning range of excessive decline set in the plan for improving the regulation mechanism of government pork reserves and ensuring the supply and price stability of pork market.
The national development and Reform Commission will work with relevant departments to start the collection and storage of pork reserves as appropriate, and guide local governments to carry out the collection and storage according to regulations.
Pigs and fertile sows have entered the de slaughter cycle. By November 2021, the number of fertile sows was 42.96 million, down 1.2% month on month, and negative for five consecutive months; In November, it rose 4.7% year-on-year, and the growth rate slowed down for nine consecutive months. Guoyuan Securities Company Limited(000728) the analysis points out that according to the conservative estimation method, if the pig stock returns to the level at the end of 2018 in this round of decline cycle (the number is about 330 million before the significant capacity reduction in 2019), the pig removal rate will reach 25%, which may also lead to a round of price increase in pork prices comparable to that in 2019. The Pacific Securities Co.Ltd(601099) Securities believes that after the double festival, with the continuous adjustment of pig prices, the pace of capacity removal in the industry will accelerate, and the new cycle will reverse or come in the second half of the year.
Among A-share listed companies, Tecon Biology Co.Ltd(002100) has formed a whole industry chain structure of animal vaccine, feed and feed plant protein, breeding pig breeding, pig breeding, slaughtering and processing and meat product sales. Wellhope Foods Co.Ltd(603609) its main business includes feed and feed raw material trade, meat and poultry industrialization, pig breeding, and animal medicine, breeding equipment, pet medical treatment and other fields. Tangrenshen Group Co.Ltd(002567) is one of the first batch of national key leading enterprises in agricultural industrialization in China focusing on the operation of the whole pig industry chain.
Hualong 1 passed the UK general design review (GDA)
According to the news of Cgn Power Co.Ltd(003816) group, at 9 a.m. local time on February 7, the UK Office of nuclear regulation (onr) and the Environment Agency (EA) issued a joint statement confirming that China's independent nuclear power technology hualong-1 passed the UK general design review (GDA), and issued design approval confirmation (DAC) and design acceptability statement (soda) certificates for hualong-1 on the same day.
It is understood that in 2016, CGN signed a package agreement on new nuclear power projects in the UK with EDF and the UK government. According to the agreement, "hualong-1" will be used for the construction of bradwell B nuclear power project in the country after passing the UK general design review. According to Niu Bo research report, nuclear power construction ushered in a new round of high-speed development of investment. In the middle and late period of the 14th five year plan, the annual investment in nuclear power will exceed 100 billion yuan, and the process of nuclear power construction will be accelerated, which will benefit the whole industrial chain.
Among the listed companies, Harbin Air Conditioning Co.Ltd(600202) has developed China's first large-scale nuclear air processor, which has the qualification to produce nuclear safety class II equipment. It is the only enterprise in China with more than 10 years of safe operation experience in nuclear air cooling products. Its products are used in Qinshan Phase II, Pakistan chasima nuclear power plant, etc; Cgn Power Co.Ltd(003816) is the only platform for CGN nuclear power generation. Its main business is to build, operate and manage nuclear power plants, sell the power generated by these nuclear power plants, and organize the design and scientific research of nuclear power plants.
