1. Cement
Driving event: according to the data of the information center of cement people’s network, just after the Spring Festival holiday in 2022, the two major cement consumption core markets, the Yangtze River Delta and the Pearl River Delta, ushered in the first wave of clinker price rise. The price of clinker along the river in Jiangsu and Anhui increased by 30-50 yuan / ton compared with the 30th, and the price of mainstream brand clinker was reported as 400-430 yuan / ton. After the increase, the price of clinker was 80-100 yuan / ton higher than that of the same period last year. Since February 9, some enterprises in Guangdong Province have notified the price of clinker to increase by 15-30 yuan / ton, and the quotation is 335-350 yuan / ton. According to the Hunan regional Anhui Conch Cement Company Limited(600585) notice, the price of various types of cement in bags and bulk will be increased by 30 yuan / ton from 8:00 on February 13, 2022. At the same time, Shandong has issued a policy that all cement mills 3.2m and below must be shut down and withdrawn by the end of 2022.
Related stocks: Gansu Shangfeng Cement Co.Ltd(000672) , Huaxin Cement Co.Ltd(600801)
2. Expand reality
Driving events it is reported that Tencent has launched a new business XR (extended reality) business and recently opened cross departmental job transfer internally. Tencent said that XR business is a new business vigorously built by the company to deal with Quanzhen Internet. Its goal is to build a world-class hard technology team under the leadership of industry leaders and compete for the next ticket in the era of hard technology. Also recently, XR head enterprise Beijing danghong Qitian international culture and Technology Development Group Co., Ltd. announced the completion of the B + round of financing. The investors include Lakala Payment Co.Ltd(300773) and Bluefocus Intelligent Communications Group Co.Ltd(300058) Haixing fund, a blueprint initiated and established by Bluefocus Intelligent Communications Group Co.Ltd(300058) as a cornerstone investor. Overseas, Qualcomm recently announced that it will open an extended Reality Laboratory in Europe focusing on XR R & D, engineering and key technology development activities.
Related stocks: Beijing Supermap Software Co.Ltd(300036) , Jiangsu Hoperun Software Co.Ltd(300339) , Tecnon (Fujian) Commercial Lighting Co.Ltd(300650)
