Follow up comments
On December 7, Shanghai stock index rose 0.16%, Shanghai and Shenzhen 300 rose 0.60%, gem composite fell 1.47%, and China Securities 1000 fell 1.47%. Among the 11 primary industry categories of wind11, the indexes of telecom services, information technology and industry increased or decreased by – 0.07%, – 0.80% and – 1.31% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are media III, software and diversified telecommunications services, with increases and decreases of 1.03%, 0.00% and – 0.07% respectively; The last three sectors are software Aerospace national defense III, electrical equipment and communication equipment III, with increases and decreases of – 3.66%, – 2.76% and – 1.25% respectively
In the media III sector, there was a stock limit today, and there was no stock limit. The top three stocks are Beijing Hualubaina Film&Tv Co.Ltd(300291) , Dasheng Times Cultural Investment Co.Ltd(600892) and Zhejiang Huace Film And Tv Co.Ltd(300133) , with ups and downs of 19.92%, 7.11% and 4.98% respectively; The top three stocks were Zhejiang Daily Digital Culture Group Co.Ltd(600633) , Ireader Technology Co.Ltd(603533) and Guangdong Insight Brand Marketing Group Co.Ltd(300781) , with gains and losses of – 4.25%, – 2.63% and – 2.46% respectively.
In the software sector, there was a stock limit today, and there was no stock limit. The top three stocks are Shenzhen Kingsun Science & Technology Co.Ltd(300235) , Si-Tech Information Technology Co.Ltd(300608) and Neusoft Corporation(600718) , with ups and downs of 19.98%, 7.28% and 6.08% respectively; The top three stocks were Chengdu Yunda Technology Co.Ltd(300440) , venture Huikang and Great Wall International Acg Co.Ltd(000835) , with gains and losses of – 6.60%, – 5.32% and – 5.06% respectively.
In the diversified telecom service sector, there was no stock limit or stock limit today. The top three stocks are Servyou Software Group Co.Ltd(603171) , China United Network Communications Limited(600050) and Dr.Peng Telecom&Media Group Co.Ltd(600804) , with increases and decreases of 0.68%, 0.51% and 0.16% respectively; The top three stocks were China Satellite Communications Co.Ltd(601698) , Net263 Ltd(002467) and Bizconf Telecom Co.Ltd(300578) , with gains and losses of – 4.11%, – 1.64% and – 1.09% respectively.
In the aerospace national defense III sector, there was no stock limit or stock limit today. The top three stocks are Beijing Unistrong Science & Technology Co.Ltd(002383) , Jiangsu Leike Defense Technology Co.Ltd(002413) and China Shipbuilding Industry Company Limited(601989) , with ups and downs of 2.54%, – 0.29% and – 0.48% respectively; The top three stocks were Kuang-Chi Technologies Co.Ltd(002625) , Wuxi Hyatech Co.Ltd(688510) and Avicopter Plc(600038) , with gains and losses of – 8.01%, – 7.41% and – 6.92% respectively.
In the electrical equipment sector, there was no stock limit today, and one stock fell by the limit. The top three stocks are Qingdao Tianneng Heavy Industries Co.Ltd(300569) , Changzhou Shenli Electrical Machine Incorporated Company(603819) and Yuan Cheng Cable Co.Ltd(002692) , with increases and decreases of 6.02%, 5.32% and 5.08% respectively; The top three stocks were Shenzhen Center Power Tech.Co.Ltd(002733) , Eaglerise Electric & Electronic (China) Co.Ltd(002922) and Shenzhen Increase Technology Co.Ltd(300713) , with gains and losses of – 9.92%, – 9.51% and – 9.40% respectively.
In the communication equipment III sector, there was no stock limit or stock limit today. The top three stocks are Fujian Start Group Co.Ltd(600734) , Yealink Network Technology Co.Ltd(300628) and Boomsense Technology Co.Ltd(300312) , with ups and downs of 4.95%, 4.46% and 2.57% respectively; The top three stocks were Advanced Fiber Resources (Zhuhai) Ltd(300620) , Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) and Huizhou Speed Wireless Technology Co.Ltd(300322) , with gains and losses of – 9.88%, – 7.46% and – 7.34% respectively.
Industry highlights
“Battle” of the world’s first aluminum battery: energy density and life increased several times (Financial Associated Press)
Financial Associated Press (Shanghai, editor Huang Junzhi) – with the continuous popularity of electric vehicles, industry giants are also stepping up the research and development of a new generation of battery technology, trying to take the lead in the upcoming energy revolution. For example, Contemporary Amperex Technology Co.Limited(300750) earlier this year Released a sodium ion battery. Recently, saturnose, an Asian battery R & D company, joined the competition with the world’s first aluminum battery.
The project was initially funded by Dana risk fund in Saudi Arabia and has been in a “secret” development state for nearly five years. as report goes, Saturnose plans to publicly release its enhanced altered aluminum ions Enhanced alternative aluminum ion (ea2i) is an independent test of battery chemical composition and plans to launch solid-state rechargeable aluminum battery. It is said that saturnose plans to put it into operation in 2022, when it will become the world’s first commercial aluminum ion solid-state battery, and then slowly replace those high-risk lithium-ion batteries.
It is understood that, The energy density of aluminum ion batteries can reach 1500 Watt hours per liter (WH) above, which means that each kilogram of aluminum ion battery can provide at least 600wh of energy. Saturnose claims that a set of 15kw solid-state aluminum ion batteries will weigh 565kg, can provide 1200 km of electric vehicle range, and can last at least 20000 charge discharge cycles. In contrast, the energy density of lithium-ion batteries is between 150-350wh / kg, and the peak value is much lower than that of aluminum ion batteries Battery. If the aluminum ion battery can be used commercially, the battery life can be increased by at least three times.
On the other hand, it can provide up to 20000 charge discharge cycles, which can stabilize the service life of electric vehicles at about 15 years. In contrast, lithium ion batteries can achieve about 5000 charge discharge cycles at most. The company says the new chemical is at least three times the charge and discharge cycle of the best lithium-ion batteries. Therefore, from the perspective of energy density and service life, the cost performance of aluminum ion battery has far exceeded that of lithium ion battery. Saturnose also said that the production of aluminum ion solid-state battery does not need to use nickel and cobalt resources. The process behind ea2i chemical patent uses hybrid nanotechnology to develop its fast charging electrode and electrolyte. The cathode adopts disordered and high-energy rock salt structure, the electrolyte is solid, and other materials inside are aluminum and niobium.
Therefore, this battery will not have thermal runaway and dendrite problems like lithium ion, so it has higher safety. In addition, the material cost and preparation technology of aluminum ion solid-state battery are also half cheaper than lithium-ion battery. It is said that its prototype is currently being tested. Saturnose also plans to embed its current system to be compatible with its next phase, including the integration of battery and electronic systems into a single console. The potential of aluminum ion battery has been repeatedly confirmed, but it has not been commercially tested. Since the commercialization of this technology is supported by the Indian government, saturnose plans to establish a battery factory in India to repay the country’s deep academic and development resources in the field of battery chemistry. It also plans to establish its own technology center at its main battery research center, the Delhi branch of the Indian Institute of technology, and cooperate with Germany’s thmfraunhofer high performance materials technology center.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
