Main points:
VraR virtual reality: the layout of Chinese Internet giants has accelerated recently
In terms of key data, the upstream and midstream industry indexes of VraR rose by 6.63% and 14.33% respectively in November; The proportion of VR active users on steam platform remained at 1.84%, stable compared with the previous month. Based on this, it is estimated that there were about 2.21 million VR active players in November. The growth rate of VR applications on the content side was 13.06%, continuing the previous decline; In terms of changes in industrial capital, China’s investment and financing remained active in November. During this period, Internet giants Alibaba and Alibaba have participated, but there are no major landmark events; In terms of events and policies, the Ministry of industry and information technology issued the notice on the development plan for the deep integration of informatization and industrialization in the 14th five year plan, which proposed to cultivate new intelligent products such as intelligent wearable devices and develop scenario applications based on intelligent products.
Central bank’s digital RMB: Policy misreading news detonates the market, which confirms the market’s attention
In November 26th, the number of digital Renminbi stocks rose by about 9% during the “next year, March 1st, when the WeChat and Alipay payroll codes could not be used for operating receipts” news. Although this news is a misreading of the previous notice issued by the central bank. In fact, the notice requires that “personal static collection bar code is prohibited from being used for remote non face-to-face collection in principle”, rather than a comprehensive prohibition of collection code from being used for business collection, the popularity of the market also reflects the market’s attention to the digital RMB sector and its expectations for its future prospects to a certain extent.
In terms of key data, the tracking index of the central bank’s digital currency issuance and circulation encryption end rose sharply by 14.67% and 15.29% respectively in November; The central bank’s digital RMB app, which we exclusively tested and tracked, added a supporting bank, China Merchants Bank Co.Ltd(600036) , and a wallet app for the first time since April this year. In terms of events and policies, the pilot scenario of digital RMB Beijing Winter Olympics has entered the sprint stage, and seven categories of scenarios outside the security red line have been fully covered.
Third generation semiconductor: the demand is gradually rising, and the financing and M & A of leading companies in the industry are constantly increasing
In terms of key data, the third generation semiconductor industry index rose slightly by 7.64% in November; The downstream demand side continued to improve. The sales volume of Tesla Motors in China using SiC Power Devices remained high. The sales volume of Byd Company Limited(002594) · Han EV increased month on month for 8 consecutive months, reaching a record high; In terms of industrial capital changes, on November 4, Jiangsu super core semiconductor, a developer of 6-inch silicon carbide substrate, completed hundreds of millions of yuan of a + round financing. In terms of events and policies, on November 27, Shenzhen basic semiconductor released three series of new silicon carbide products: Automobile grade all silicon carbide module, third-generation silicon carbide Schottky diode and hybrid silicon carbide discrete devices.
The tracking and analysis of four-dimensional system is expected to be an explosive science and technology frontier
Industry observation is an important part of industry comparative research launched by Hua’an strategy team. It aims to focus on the meso industry dimension, from the perspective of excess return, select industries with comparative advantages for continuous tracking and in-depth mining through top-down combing and research.
As the core direction of industrial observation, science and technology frontier takes the future oriented and innovation driven as the main line. According to the recent investable value in the secondary market, It is divided into three categories: basic exploration (category I), gradual application (Category II) and promising explosion (category III). The investment value is low, medium and high in turn. For the three different scientific and technological frontiers, we plan to establish different tracking and research systems and frameworks. For the “promising explosion category” We have established a four-dimensional tracking system of key data changes, industrial capital changes, inventory of hot events and evolution of relevant policies, trying to capture its investment value on the eve of its outbreak.
As the fifth chapter of “expected explosion” in frontier of science and technology, it first briefly introduces the four-dimensional tracking framework, and then promotes the four-dimensional tracking, research and analysis in three directions: VraR virtual reality, third-generation semiconductor and digital currency of the Central Bank of China.
Risk statement
The development of the industry is less than expected; Data change tracking is not timely; Adjustment of index sample target
