Hot topics
1. Digital economy
Driving event: in response to the national “East data and West computing” project, phase I of Huawei cloud Gui’an data center has been put into use. Guian data center is planned to be Huawei’s largest cloud data center in the world, which can accommodate 1 million servers. It is an important bearing node of Huawei cloud business and carries Huawei cloud, Huawei process it, consumer cloud and other businesses. At present, the development momentum of digital economy is strong. According to the Institute of information and communications, the scale of China’s digital economy has expanded from 2.6 trillion in 2005 to 39.2 trillion in 2020, and its proportion in GDP has also increased from 14.2% to 38.6%.
Related stocks: Yimikang Tech.Group.Co.Ltd(300249) , Beijing Advanced Digital Technology Co.Ltd(300541)
2. Lithium carbonate
Driving event: according to the data of Shanghai Nonferrous Metals network, on the 21st, the average price of battery grade lithium carbonate increased by 10000 yuan / ton to 448000 yuan / ton, with a cumulative increase of 12% last week. According to Aetna monitoring, as of last Friday, there had been an offer of 490000 yuan / ton in the market. China’s lithium salt supply-demand relationship has entered a substantial state of supply exceeding demand. It is difficult to release the production capacity of Qinghai Salt Lake in cold weather. Chile’s lithium carbonate export volume was low in the fourth quarter of last year, resulting in insufficient lithium carbonate arrival in the first quarter of this year.
Related stocks: Sichuan Yahua Industrial Group Co.Ltd(002497) , Yongxing Special Materials Technology Co.Ltd(002756) , Sunresin New Materials Co.Ltd Xi’An(300487)
