1. How long will the prosperity of Haifeng industry last and how to track and verify it?
We believe that the sea breeze will continue to rise in the future, and the middle of the business cycle will run through the whole 14th Five Year Plan period. From the time dimension of carbon peak and the global market space dimension, we believe that the long-term continuous rise of offshore wind power is expected to reach 2030.
From the perspective of industry tracking and verification, the number of Haifeng monomer projects is limited because of their large scale. It is a good starting point to track the planning, progress and landing of the Haifeng project of the five major and four small power generation companies in the downstream. In addition, local policies, plans and changes also need to be tracked in time; Another is tracking and verification from upstream and downstream companies in the industrial chain. Attention: Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Ningbo Orient Wires & Cables Co.Ltd(603606) etc.
2. What can 5g bring to VR and what is the future space of VR industry?
(1) 5g has three characteristics: embB (large bandwidth), urllc (ultra-low delay and high reliability) and mmtc (large scale connection). The role of 5g large bandwidth for VR is to improve the resolution and bit rate of panoramic video, so as to achieve a better viewing experience; although 5g has no effect on reducing the motion to imaging delay of existing VR products, 5g ultra-low delay and high reliability can improve the image quality through the technical scheme of cloud games and reduce the network time in cloud game technology Delay.
(2) In the post epidemic era, with the increase of application scenarios, the interest of the outside world in the commercial and consumer markets of AR / VR has increased significantly, and the commercial application scenarios of VR have expanded from training to collaborative work. IDC predicts that the shipment of VR headset devices will increase from about 5 million units in 2020 to 28 million units in 2025, an increase of 5.6 times compared with 2020. GlobalData predicts that the whole world will be in 2020 The total revenue of global VR market is about US $5 billion. By 2030, the total revenue of global VR market is expected to increase to US $51 billion, with a 10-year compound annual growth rate of 27%.
3. Internet of things, new energy and meta universe cross investment opportunities
The Internet of things is composed of perception layer (sensor), network layer (module, network) and application layer (intelligent controller, Internet of things platform, various applications, etc.). All links of the Internet of things are deeply consistent with new energy (energy storage, new energy vehicles, hydrogen energy) and metauniverse (flexible sensing, etc.), and are expected to continue to benefit from the demand pull of new energy and metauniverse industries in the future.
Specific targets: 1) sensing layer: Hanwei Electronics Group Corporation(300007) (Application of hydrogen sensors in new energy vehicles and hydrogen energy; application of flexible sensors in Ar / VR and other fields); 2) network layer: Fibocom Wireless Inc(300638) , Quectel Wireless Solutions Co.Ltd(603236) , Meig Smart Technology Co.Ltd(002881) (Application of vehicle networking module in new energy vehicles); 3) application layer: Shenzhen Topband Co.Ltd(002139) (smart sensor leader, continuous expansion to energy storage and other fields).
Risk tips: industry competition exceeds expectations, Sino US trade friction risk, global epidemic impact exceeds expectations, technology R & D risk, etc
