China Automobile Industry Association officially issued a series of group standards of code for construction of shared power station for electric passenger vehicles.
Tencent games: minor games are limited to 1 hour / day during the new year’s Day holiday
Tencent games today released the notice on restrictions on minors’ games during the new year’s Day holiday. According to the circular, the online games operated by Tencent games in Chinese mainland are around the new year’s Day holiday in 2022. The following are the following: minors can log into the game between 20 and 21 hours every day on December 31, 2021 (Friday) and January 1, 2022 -1 3 (New Year’s Day holidays). Please arrange your time reasonably and play moderately.
This means that popular games such as Tencent’s hero League, King glory and peace elite will not be impacted by excessive traffic of minors during the new year’s Day holiday. This measure is in line with the latest requirements of the national competent authorities for online game management.
On August 30, the State Press and Publication Administration issued the notice on further strict management and effectively preventing minors from indulging in online games. The notice requires that all online game enterprises can only provide one hour service to minors from 20:00 to 21:00 every day on Fridays, Saturdays, Sundays and legal holidays; Strictly implement the real name registration and login requirements of online game user accounts, and shall not provide game services to users without real name registration and login in any form; Online game enterprises that have not been strictly implemented shall be seriously dealt with according to law and regulations.
nearly 1.5 billion assets are planned to be sold for 1 yuan. The exchange quickly asked whether it is reasonable
Recently, Sichuan Languang Development Co.Ltd(600466) announced that Sichuan Languang Hejun Industrial Co., Ltd. and Chengdu Junyu Enterprise Management Co., Ltd., a wholly-owned subsidiary of the company, planned to transfer 100% of the equity of Chongqing YANGJIU Trading Co., Ltd. to Chongqing yueningshan Enterprise Management Co., Ltd. the consideration for the transfer of equity is 1 yuan, and the net assets of Chongqing YANGJIU after the transaction are 1.484 billion yuan. the transaction specifically involves three real estate projects: Chongqing future city 104 Mu project, Chongqing Furong residence project and Tianjin Jinnan station 665 Mu project.
The transaction also attracted the attention of the Shanghai Stock Exchange. After the announcement of the company, the Shanghai Stock Exchange inquired and asked Sichuan Languang Development Co.Ltd(600466) to explain its rationality. Inquired by Shanghai Stock Exchange. The Shanghai stock exchange requires the company to make supplementary disclosure: 1. Explain the reason and rationality that the transaction pricing is only 1 yuan, and whether the transaction arrangement damages the interests of the listed company; 2. Explain whether the impairment provision of the company’s underlying assets in the previous period is sufficient, whether there is any untrue or overestimated assets, and self check whether the impairment provision of other assets of the company in the previous period is insufficient except the above assets.
Since December 15, Sichuan Languang Development Co.Ltd(600466) share price has fluctuated greatly. First, the limit has been raised for five consecutive trading days, and then there has been a sharp correction for three days. On Wednesday, the Sichuan Languang Development Co.Ltd(600466) share price fell from the high of the trading board, with a decline of more than 7% on the same day. It fell to the limit on Thursday, approached the limit on Friday, and the cumulative correction of the share price in the three days exceeded 24%.
For the abnormal fluctuation of stock trading for three consecutive days, Sichuan Languang Development Co.Ltd(600466) said that there were no other major events affecting the abnormal fluctuation of the company’s stock trading price, and there were no major information that should be disclosed but not disclosed.
Sichuan Languang Development Co.Ltd(600466) currently faces a number of risks. In terms of operation, the company’s debt restructuring plan has not made substantial progress, as of November 30, the accumulated principal and interest of the company’s debt due and outstanding amounted to 25.881 billion yuan . At present, the relevant debt restructuring plan is still under preparation and there is no substantive progress.
release of group standard for construction specification of shared power station for electric passenger vehicles
On December 22, a series of group standards of code for construction of shared power station for electric passenger vehicles of China Automotive Industry Association (China charging Union) were officially released . It is reported that the introduction of this series of group standards not only specifies the key core components, technical requirements and general processes of electric passenger vehicle shared replacement power station, but also classifies, specifications and requirements for quick change device, communication protocol, locking mechanism, data management, test rules and safety protection, which will better promote the development of electric vehicle industry.
The development of power exchange mode has previously obtained policy support. The government work report after the two sessions in 2021 expanded “building charging piles” to “increasing charging piles, power exchange stations and other facilities”, which is interpreted by the industry as that the new energy power exchange station industry will usher in policy dividends. On October 28, the Ministry of industry and information technology, together with the national energy administration, carried out pilot work on the application of new energy vehicle power exchange mode in 11 cities across the country; The implementation opinions on further improving the service support capacity of charging and switching infrastructure studied by the two departments will also be officially issued recently.
Power change refers to the service mode of centralized storage and charging of a large number of batteries through the centralized charging station and battery replacement of electric vehicles in the battery distribution station. It can tap the full life cycle value of power battery and realize the redistribution of interests between enterprises and consumers. Compared with the charging mode, the power exchange mode has higher energy supplement efficiency and has advantages in reducing the cost of vehicle enterprises, prolonging the service life of batteries and cutting peak and filling valley of power grid. However, it can not be ignored that the early investment and later operation cost of the replacement station are higher than those of the charging station.
Founder Securities Co.Ltd(601901) it is estimated that in 2025, the sales volume of power replacement passenger vehicles will exceed 2.8 million, the sales volume of power replacement commercial vehicles will exceed 500000, and the demand for supporting power replacement stations is about 28000, corresponding to the market scale of 76.5 billion yuan; The demand for supporting batteries is about 55gwh, corresponding to the market scale of 38.8 billion yuan and the power revenue of 216.8 billion yuan. At present, many enterprises have entered the power exchange track. The Olympic Games, which accounts for the largest proportion of power exchange, plans to complete the construction of 10000 power exchange stations within five years.
the trend of power exchange concept is strong
By October 2021, the number of power exchange stations in China had been 1086, with a year-on-year increase of more than 100%; However, compared with the charging mode, the volume of the power exchange mode is still relatively small. China International Capital Corporation Limited(601995) believes that due to the relative shortage of land and power resources in China, with the continuous increase of vehicle ownership, the power exchange mode is expected to become a good supplement to the charging mode. Although the construction and operation costs are high, the good resource allocation optimization function of the power exchange mode makes it obtain the support of national policies and believe that it has long-term development potential.
According to the statistics of securities times · data treasure, there are 24 A-share power exchange concepts. Concept stocks have performed strongly since November, with an average increase of 12.53%; Among them, Shanghai Luoman Lighting Technologies Inc(605289) , Xj Electric Co.Ltd(000400) led the increase, with 95.95% and 46.42% respectively. Institutions pay more attention to in Nari Technology Co.Ltd(600406) , Gcl Energy Technology Co.Ltd(002015) , Shandong Weida Machinery Co.Ltd(002026) , with 16, 6 and 6 institutions participating in the rating respectively. Nari Technology Co.Ltd(600406) battery replacement and heavy truck replacement equipment with independent intellectual property rights. At present, dozens of replacement power stations of different types have been built in 9 provinces and regions across the country, and the new generation of heavy truck replacement power station has been put into operation in Lishui District, Nanjing.
According to data treasure, the latest rolling P / E ratio of power exchange concept index is 41.41 times, which has been in a high position in recent one year; Among the constituent stocks, the valuation level of 9 shares is lower than this value, and the rolling P / E ratio of Shandong Weida Machinery Co.Ltd(002026) , Gcl Energy Technology Co.Ltd(002015) , Shenzhen Invt Electric Co.Ltd(002334) , Flying Technology Co.Ltd(603488) is less than 30 times. In terms of performance outlook, the organization predicts that the annual net profit of Jilin Jinguan Electric Co.Ltd(300510) and Beijing Abt Networks Co.Ltd(688168) will double; Thereafter, Shandong Weida Machinery Co.Ltd(002026) , Baic Bluepark New Energy Technology Co.Ltd(600733) , Shenzhen Sinexcel Electric Co.Ltd(300693) is also expected to exceed 40%.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
(data treasure)
