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the concept of meta universe is active again Shenzhen Zqgame Co.Ltd(300052) rose by more than 13% Meisheng Cultural & Creative Corp.Ltd(002699) and other daily limits
The concept of meta universe was active again on the 10th. As of press time, Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Guangzhou Wahlap Technology Corporation Limited(301011) “20cm” limit, Shenzhen Zqgame Co.Ltd(300052) rose by more than 13%, and Shanghai Luoman Lighting Technologies Inc(605289) , Meisheng Cultural & Creative Corp.Ltd(002699) limit. On the news side, on December 10, baidu announced that it would release the meta universe product “xirang” on December 27, and the baidu AI developer conference in the same period would be held in xirang app. This is China’s first conference held in the meta universe, which can accommodate 100000 people to interact on the same screen at the same time. Ma Jie, vice president of Baidu and head of xirang, said that at present, yuanuniverse is still in the very early stage of industrial exploration, its development is gradual, and it will take a long time for the whole community to build and mature together.
Everbright Securities Company Limited(601788) pointed out that the current background is the accelerated online migration of the epidemic, and the gradual deep integration of virtual and reality. The so-called don’t ask where you came from, how do you know the way ahead? Without understanding the historical path and driving factors of science and technology, it is difficult to make a forward-looking and “fuzzy and correct” judgment on the future development of science and technology. We try to explore the “initiation climax stability” process of the two important waves of power revolution and mobile Internet revolution in history, and infer that the rhythm of human access to the virtual world still follows the three dimensions of technological maturity, commercial feasibility and market incremental space. According to the current underlying technology and commercial feasibility, the comprehensive breakthrough of the meta cosmic revolution is still relatively long.
The agency also pointed out that China’s market space will be 340-640 billion yuan in 2025. By summing up the sub sectors of metauniverse (social networking, games, short video, e-commerce, etc.), it is estimated that the market space of metauniverse is 340 billion yuan. According to Metcalfe’s law, the market space is about 640 billion yuan.
The agency said that for the investment opportunities of metauniverse, the grand narrative should not be underestimated in the long term, and the rhythm of technological progress should not be overestimated in the short term. 1) VR and AR industries are expected to usher in an inflection point. Recommend sunny optical technology, Goertek Inc(002241) , Facebook (meta); 2) The game brings profits as a C-end killer application. Recommend Tencent holdings, netease-s and roblox; 3) Pay attention to the development of meta universe infrastructure such as computing power and AI, and recommend NVIDIA.
the concept of lithium battery pulled up Qinghai Salt Lake Industry Co.Ltd(000792) and so on Tianqi Lithium Corporation(002466) and so on
The lithium battery concept rose in intraday trading on the 10th, China Aluminum International Engineering Corporation Limited(601068) , East China Engineering Science And Technology Co.Ltd(002140) , Qinghai Salt Lake Industry Co.Ltd(000792) and Tibet Urban Development And Investment Co.Ltd(600773) , Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) , Tibet Summit Resources Co.Ltd(600338) , Tianqi Lithium Corporation(002466) rose.
It is reported that in 2021, with the production and sales of new energy vehicles reaching a new high, the demand for power battery backup is in the stage of rapid release. According to the prediction of Bloomberg Nef, the demand for lithium-ion batteries of electric vehicles will increase five times by 2030, so the demand for upstream lithium resources will also increase five times, including the demand for lithium ions will also increase at least five times.
According to barrenjoey’s prediction in November 2021, the supply of lithium will continue to be tight and the supply gap will continue to expand in the next decade. By 2030, the supply and demand gap will reach 1.2 million tons of LCE. The gap between supply and demand of lithium resources will further expand, and the situation of short supply will lead to an overall increase in the price of lithium battery materials. As of December 3, battery grade lithium carbonate increased from 52000 yuan / ton at the end of 2020 to 211000 yuan / ton, an increase of 331%; Battery grade lithium hydroxide increased from 49000 yuan / ton at the end of 2020 to 203000 yuan / ton, a year-on-year increase of 314%.
Guotai Junan Securities Co.Ltd(601211) believes that due to the supply bottleneck of lithium resources – the new capacity of existing lithium resources projects is limited, and the construction cycle of projects to be mined is long, the tight supply and demand situation will continue in 2022, and enterprises with high self-sufficiency rate of lithium resources are expected to fully benefit from the performance elasticity brought by the simultaneous rise of volume and price.
the textile and garment sector rose Top Score Fashion Co.Ltd(603608) and Ribo Fashion Group Co.Ltd(603196) daily limit
Textile and garment sector rose in intraday shock on the 10th. As of press time, Top Score Fashion Co.Ltd(603608) , Ribo Fashion Group Co.Ltd(603196) limit, Xingye Leather Technology Co.Ltd(002674) , Zhongwang Fabric Co.Ltd(605003) , Zhejiang Weixing Industrial Development Co.Ltd(002003) and other gains were ahead.
Statistics show that the textile and garment sector index has risen by 0.25% since the beginning of the year, outperforming Shanghai and Shenzhen 300 (down 6.25%). By segment, the index of textile manufacturing sector decreased by 0.76% compared with the beginning of 2021, and the index of clothing and home textile sector increased by 1.07% compared with the beginning of 2021. In the third quarter of 2021, the fund position of textile and garment sector accounted for 6.57% of the total share capital of the company, an increase of 3.86pct compared with the beginning of 2021. In terms of sectors, the position ratio of textile manufacturing sector and clothing and home textile sector in the third quarter of 2021 increased significantly compared with the beginning of 2021.
Boc International (China) Co.Ltd(601696) pointed out that the textile and garment industry fluctuated slightly affected by the epidemic. In the future, with the epidemic controlled, the industry performance is expected to continue to recover. Looking forward to 2022, sportswear is in a high business cycle and is expected to continue high growth; Under the control of the epidemic, brand clothing is expected to recover as a whole. With the stabilization of the epidemic situation in Vietnam and the support of cotton prices, the performance of the upstream is expected to grow steadily. It is recommended to focus on sports clothing, high-quality manufacturing and brand leading enterprises.
film and television stocks rose collectively Zhejiang Talent Television & Film Co.Ltd(300426) and many films were set to celebrate the new year
Film and television stocks rose collectively on the 10th. As of press time, Zhejiang Talent Television & Film Co.Ltd(300426) rose by more than 15%, the daily limit of H&R Century Union Corporation(000892) , Inly Media Co.Ltd(603598) , and Omnijoi Media Corporation(300528) , Huayi Brothers Media Corporation(300027) , Zhejiang Huace Film And Tv Co.Ltd(300133) all rose. In terms of news, according to the statistics of cat’s eye professional app, 33 films have been fixed for the new year (December 3-december 31), which are adapted from Ma Boyong’s novel of the same name. The antique Bureau in the Bureau starring Lei Jiayin and Li Xian was released on December 3, with a box office of more than 40 million yuan on the first day.
In 2021, the box office of the Spring Festival reached 7.822 billion yuan, an increase of 32.47% over 2019, breaking the box office record of the Spring Festival. It is expected to continue the local festival prevention and control measures for 21 years in 2022. One family has 11 films, which are scheduled for the Spring Festival. The film is distributed with rich quality films: the drama is directed by Wang Zhuanjun, the director of Makino, the miracle of Yiyang Qianxi / the main role of actress, the comedy shows, the “super family” with happy twist, the director of Han Han, the four seas and the starring of Liu Haoran, etc. There is also the main melody film sniper directed by Zhang Yimou with the theme of resisting US aggression and aiding Korea. In addition, Valentine’s day has been set for the IP adapted film “one product in ten years, Wen Ruyan”.
China Securities Co.Ltd(601066) Securities pointed out that since October to November, the filmmakers have gradually released the high-quality films stored in the early stage, and the high-quality films represented by “fame and millions” still have a good pulling effect on the public. The supply of high-quality films for this year’s new year and next year’s Spring Festival is rich, which is expected to further stimulate the demand for film viewing. It is recommended to pay attention to Wanda Film Holding Co.Ltd(002739) (the market share has increased steadily, and the new year’s profile of manslaughter 2), Beijing Enlight Media Co.Ltd(300251) (the profile of the advantageous youth film love based on the year and the ten-year product Wen Ruyan), cat’s eye entertainment (the content investment continues to mature, and the main investment is the new year’s profile of flame on the plain).
national policies in many places support the development of hydrogen energy related industrial chains or attract attention
According to media reports, the decision of the CPC Sichuan Provincial Committee on promoting the high-quality development of green and low-carbon advantageous industries guided by the goal of carbon peak and carbon neutralization was recently issued. It is mentioned that we should actively develop the hydrogen energy industry, comprehensively promote the safe production of hydrogen energy and the whole chain development of “production, storage, transmission and use”, carry out pilot demonstration of hydrogen energy operation, enrich application scenarios, build an important hydrogen energy industry base in China, support Chengdu to build a “green hydrogen city” and Panzhihua to build a hydrogen energy industry demonstration city.
National policies support the development and construction of hydrogen energy. China Securities Co.Ltd(601066) Securities believes that hydrogen energy is one of the important carriers of energy revolution. It has broad application potential in using non fossil energy power and improving electrification rate, and is an important supplement to power. From the current situation to “peak” to “net zero”, the utilization scale of hydrogen is expected to increase more than three times, close to 100 million tons per year. At a time when the industrial development is still in the introduction period, the strength and rhythm of policy support are very key, and the competition pattern is far from clear. Considering the high demand and direct promotion effect of industrial development policies on technological progress, investors are advised to pay attention to the targets with relatively obvious technological advantages: Beijing Sinohytec Co.Ltd(688339) , Shenzhen Center Power Tech.Co.Ltd(002733) , Dongyue Group (covered by the chemical group), Sinoma Science & Technology Co.Ltd(002080) , Houpu Clean Energy Co.Ltd(300471) .
Citic Securities Company Limited(600030) pointed out that the expectation of the introduction of top-level policies in the industry may bring a new round of catalyst for hydrogen energy companies and promote a new round of rise in share prices. With the increase of distribution enterprises and the appearance of policy effects, the expectation of accelerating industry industrialization is more certain. Continue to recommend companies with active layout and first mover advantages in all links of the hydrogen energy industry chain: the leader of fuel cell system Beijing Sinohytec Co.Ltd(688339) , Shanxi Meijin Energy Co.Ltd(000723) , Dongfang Electric Corporation Limited(600875) , Weichai Power Co.Ltd(000338) of the whole industry chain layout, Dongyue Group with breakthrough in proton exchange membrane, the key material of fuel cell, and Moon Environment Technology Co.Ltd(000811) with sufficient technical reserves in hydrogen energy compression equipment.
the digital RMB test has made significant progress in Hong Kong. Pay attention to the industrial chain opportunities (with shares)
On December 9, Mu Changchun, director of the digital currency Research Institute of the people’s Bank of China, said at the “Joint Seminar on the positioning and Prospect of Hong Kong International Financial Center” that the people’s Bank of China and the Hong Kong Monetary Authority have actively worked together in recent years to explore the role of financial technology and the central bank’s digital currency in improving cross-border payments and facilitating international trade settlement, The first cooperation project is the test of digital RMB cross-border payment technology.
Guosheng Securities believes that the central bank’s digital currency is an important frontier topic of common concern between China and the international central bank. So far, many countries or organizations such as the United States and the European Union have indicated that they are studying it, and the landing of China’s digital RMB is at the forefront. Continuing to develop and support digital RMB will help China gain more voice and international cooperation opportunities.
Huachuang Securities said that from the analysis of the industrial chain, there are two big opportunities and four small opportunities for the promotion of digital RMB. The big opportunity is the linkage upgrading of multiple markets and industries brought by capital flow + information flow + new experience. The two major opportunities are to open the circulation blocking point in the consumer payment information market and adapt to the hardware upgrade brought by the new form of payment in the meta universe. The small opportunity is that the emergence of digital RMB will bring about the need to upgrade and transform the corresponding social supporting facilities into rigid needs, and upgrade various infrastructure. The four small opportunities are the production of machines and tools in the payment industry chain, the iteration of bank IT services, the occupation of the original third-party platform market by commercial banks and the change in the pattern of third-party digital payment platforms. It is recommended that the digital currency payment acceptance terminal pay attention to Xgd Inc(300130) , Newland Digital Technology Co.Ltd(000997) , Guangzhou Kingteller Technology Co.Ltd(002177) , Urovo Technology Co.Ltd(300531) , Grg Banking Equipment Co.Ltd(002152) , Wuhan Tianyu Information Industry Co.Ltd(300205) , Chutian Dragon Co.Ltd(003040) , Shenzhen Minde Electronics Technology Ltd(300656) ; It is recommended to pay attention to Shenzhen Sunline Tech Co.Ltd(300348) , Tansun Technology Co.Ltd(300872) , Guangzhou Kingteller Technology Co.Ltd(002177) , Chase Science Co.Ltd(300941) , Client Service International Inc(300663) , Jiangsu Hoperun Software Co.Ltd(300339) and so on; Third party payment institutions suggest paying attention to Lakala Payment Co.Ltd(300773) and Hyunion Holding Co.Ltd(002537) ; Commercial banks suggest paying attention to China Merchants Bank Co.Ltd(600036) .
