[today's Guide]
The Internet giant continues to add code to yuanuniverse, which is expected to break the ceiling of Internet user scale and duration. The company's yuanuniverse experience space is planned to be opened for operation in May next year
New increment under the trend of automobile intellectualization, which has maintained contrarian growth in the past five years. This company supplies vehicle products to Huawei
A number of Hongmeng devices were launched simultaneously, and the number of Hongmeng devices carried exceeded 220 million. The company coordinated the adaptation planning task of open source Hongmeng chip platform
One of the world's "commanding heights" in this field. During the "14th five year plan" period, the company may accelerate the implementation. This company has supplied a full range of such products for the project
Proposed 1.2 million KW pumped storage power station Hunan Xinshao pumped storage power station (Xiaoxi project) investment subject project
Domestic game revenue soared by nearly 20%
[subject details]
the Internet giant continues to add code to the meta universe, which is expected to break the ceiling of the size and duration of Internet users. The company's meta universe experience space is planned to open in May next year
Tencent music announced that it will officially launch China's first virtual Music Carnival tmeland, which has launched the reservation page on QQ music and other platforms. It is reported that users can create personal exclusive virtual images, as well as digital scenes such as virtual live broadcast and virtual concert. From the official launch and product form, this can be regarded as the first step for Tencent music to enter the meta universe. Tencent music said that in the future, tmeland will also realize the functions of creating exclusive digital islands and freely arranging landscapes, and will provide musicians with creative tools, growth resources and incubation plans in the virtual music world.
From the listing of roblox, the first stock of metauniverse, to the renaming of Facebook to meta, Microsoft released the enterprise metauniverse, NVIDIA continued to invest in metauniverse in technology, and then proposed Quanzhen Internet from China Tencent, byte beating layout, VR track acquisition of Pico, Netease registered the trademark of metauniverse, the establishment of metauniverse Association, etc., all walks of life continued to discuss and understand metauniverse. Haitong Securities Company Limited(600837) analysis points out that the meta universe represents the future form of games and even the Internet. It is a subversive innovation. It is expected to break the ceiling of the current scale and duration of mobile Internet users in the future.
Among the A-share listed companies, Shenzhen L&A Design Holding Limited(300949) subsidiary blooms the meta universe experience space of science and Technology Digital Art Center, which is planned to be officially opened for operation in May 2022. It has signed the strategic cooperation agreement with Tencent cloud to jointly create a digital platform for cultural tourism industry, build intelligent scenes and create a new mode of cultural tourism operation. Col Digital Publishing Group Co.Ltd(300364) signed a cooperation agreement on joint development of virtual digital people with well-known companies in the industry, and has authorized cooperation with Yilan online network technology (Beijing) Co., Ltd. (Tencent music control) in audio copyright. Beijing Jetsen Technology Co.Ltd(300182) Shiyou technology, a joint-stock company, is a virtual technology provider that provides virtual IP creation services and related products for Huawei, Xiaomi, Tencent, Baidu, Netease and other enterprises.
new increment under the trend of automobile intelligence, which has maintained an adverse growth in the past five years. This company supplies vehicle products to China
Under the trend of intelligence, automotive electronics has ushered in changes. Among them, autopilot domain and intelligent cockpit domain are new increments. Enterprises will change from "one-time sale" mode to "lifelong service mode", and the change of business model will promote industrial remodeling. At Huawei's flagship new product launch in winter, AITO asked the world M5 to launch, equipped with harmonyos intelligent cockpit.
The "intelligence" of automobile is mainly expanded from two aspects: intelligent cockpit and intelligent driving. The intelligent cockpit obtains the driver's instructions through voice, face recognition and other interactive methods. In the future, with the maturity of the application of AR / VR technology, the intelligent cockpit will be more imaginative. According to the data of Huajing Industry Research Institute, the global smart cockpit market has maintained an adverse growth in the past five years. In 2020, the global smart cockpit market reached US $37 billion. In the Chinese market, since 2019, China's intelligent cockpit market has ushered in rapid growth. In 2020, under the adverse factors of the epidemic and the downturn of the automobile market, it still achieved an increase of 28.57%, reaching 56.7 billion yuan. It is expected to increase to 103 billion yuan in 2025, with a five-year compound growth rate of 12.68%. The market prospect is broad. China International Capital Corporation Limited(601995) believes that 2021 is the first year of China's automobile intelligent transformation. New powerful automobile enterprises represented by Weilai, ideal, Xiaopeng and Tesla will lead the intelligent transformation of the industry with the solution of "intelligent cockpit + intelligent driving". Thanks to the configuration of intelligent software and hardware, intelligent vehicles have stronger functions and entertainment attributes, and the penetration of advanced driving assistance system (ADAS) and intelligent cockpit has increased rapidly.
Among the A-share listed companies, Foryou Corporation(002906) has obtained the fixed-point project of some products of Jinkang xilis intelligent cockpit. Guangdong Dongjian Automobile Intelligent System Co., Ltd., a holding subsidiary of Winbo-Dongjian Automotive Technology Co.Ltd(300978) , is mainly engaged in the design, R & D, production and sales of products related to intelligent cockpit electric drive and automobile electric drive algorithm control system. Lucky Harvest Co.Ltd(002965) Xianghua is a supplier of on-board products, which are mainly used in vgw intelligent network connection, OBC on-board charging, MPOWER intelligent electric, AIS integrated sensing, ads intelligent driving, CDC intelligent cockpit and other modules.
a number of Hongmeng devices were launched simultaneously, and the number of Hongmeng devices carried exceeded 220 million. The company coordinated the adaptation planning task of open source Hongmeng chip platform
Huawei released its first harmonyos car AITO M5 on the 23rd, with a pre-sale price of 250000-320000; At the same time, we launched vertical folding screen mobile phone P50 pocket, Hongmeng smart glasses and other products. Yu Chengdong, CEO of Huawei consumer BG, announced that at present, the number of devices equipped with harmonyos has exceeded 220 million, and the shipment volume of ecological devices will reach 100 million + in 2021.
Huawei began to develop Hongmeng operating system in 2012 and set up a project in 2016. With the Internet of things as the core stage and building a third-generation operating system as the design and starting point, it has been polished for several years. Huawei donated all the codes from l0 to L2 of Hongmeng system to the open atom open source foundation twice in 2020 and 2021, forming the openharmony project, and Hongmeng entered the public's vision. Everbright Securities Company Limited(601788) the analysis points out that in the current market, there is still a large deviation in the cognition of Hongmeng's positioning, significance and far-reaching impact on the computer industry. In fact, compared with Google Fuchsia, another powerful competitor of the third generation operating system, Hongmeng has three comparative advantages. With the accelerated development of the Internet of things, Hongmeng's industrial ecology has great prospects.
Among A-share listed companies, Jiangsu Hoperun Software Co.Ltd(300339) is one of the co construction units of the openharmony project of the open atom open source foundation, and plays the role of leader of the key working group to coordinate the adaptation planning task of the openharmony chip platform. Wondershare Technology Group Co.Ltd(300624) its Wanxing meow HD version 2.0 appeared at Huawei Hongmeng press conference. It is the world's first Huawei tablet equipped with harmonyos and the only pre installed video creative software. Beijing Supermap Software Co.Ltd(300036) mobile platform products have been adapted to Hongmeng, and map products built in wearable devices such as Hongmeng watches can also run smoothly.
one of the world's "commanding heights" in this field. During the 14th Five Year Plan period, the company may accelerate the implementation. This company has supplied a full range of such products for the project
The State Railway Administration issued the "14th five year plan" for Railway Science and technology innovation, which proposed to carry out research and development of technical reserves such as 600 km / h high-speed maglev system and low vacuum tube (tunnel) high-speed train.
Recently, the Ministry of transport issued the opinions of Crrc Corporation Limited(601766) group on the development and application of green intelligent transportation equipment and other transportation power construction pilot work: in principle, it is agreed to develop and apply green intelligent transportation equipment, medium and high-speed maglev train and engineering application. As an international cutting-edge technology, high-speed maglev is a "commanding height" in the field of rail transit in the world and a strategic highland of global transportation science and technology competition. The high-speed maglev transportation system with a speed of 600 km / h can fill the speed gap between high-speed railway and air transportation. In addition, under the traction of building a 1-hour commuter circle, as the urban fast rail with the second highest proportion in urban rail transit, it is expected to get significant development during the 14th Five Year Plan period. Straddle monorail, air rail, maglev and other medium volume vehicles are in the market cultivation period and product introduction period as a whole, and the industry is in the blue ocean market as a whole. Huachuang Securities said that with the continuous breakthrough of maglev train technology and the accelerated implementation of maglev train project during the 14th Five Year Plan period, companies related to rail transit industry chain are expected to usher in new development opportunities.
Among A-share listed companies, Yeal Electric Co.Ltd(300923) has a variety of products applied to maglev train projects, such as Guangzhou Qingyuan maglev train, medium and low speed maglev test vehicle, and a new generation of normal guide high-speed maglev sample vehicle. China Railway High-Speed Electrification Equipment Corporation Limited(688285) supplied the whole line of conductor rails and accessories for Beijing maglev line S1 project. Xiangtan Electric Manufacturing Co.Ltd(600416) has undertaken 22 key national defense projects and overcome core technologies such as electromagnetic XX system verification prototype development technology, high-speed maglev rail transit traction linear motor manufacturing technology, new high-power permanent magnet propulsion motor manufacturing technology, high-speed integrated power generation technology and so on.
proposed 1.2 million KW pumped storage power station, Hunan Xinshao pumped storage power station (Xiaoxi project) investment subject project
Xinshao County, Hunan Province issued the announcement of invitation for competitive consultation on investment invitation of investment subject projects of Xinshao pumped storage power station (Xiaoxi project). It is reported that Xinshao County, Hunan Province plans to build a 1.2 million KW pumped storage power station and supporting construction, and undertake various tasks such as peak shaving, valley filling, energy storage, frequency modulation and regulation of the state Hunan power grid. The investment scale of the project is about 7 billion yuan. In addition, No. 1 unit of Heilongjiang Huanggou Pumped Storage Power Station, the highest latitude pumped storage power station in China, was put into operation, with a total installed capacity of 1.2 million KW.
By the end of 2020, the installed capacity of pumped storage power stations in operation in China was 30GW, and the scale under construction exceeded 50gw. According to the medium and long term development plan for pumped storage (2021-2035) issued by the national energy administration, it is required to speed up the approval and construction of pumped storage power stations. By 2025, the total scale of pumped storage put into operation will double that of the 13th five year plan, reaching more than 62 million KW; By 2030, the total scale of pumped storage will double that of the 14th five year plan, reaching about 120 million KW.
Among the listed companies, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) is currently the largest EPC project in China's pumped storage industry. At present, the company accounts for about 90% of China's Pumped Storage Planning and design, and about 80% of the construction projects undertaken by the company; Guangdong No.2 Hydropower Engineering Company Ltd(002060) is the leader of regional water conservancy and hydropower construction and participates in the construction of Guangdong Huizhou / Shenzhen / Qingyuan / Hainan Qiongzhong / Yangjiang / Zhaoqing pumped storage power station.
the overseas revenue of domestic games soared by nearly 20%
According to the data, in 2021, the actual sales revenue of China's independently developed games in overseas markets reached US $18.013 billion, an increase of US $2.563 billion over 2020, a year-on-year increase of 16.59%. Recently, with the blessing of the meta universe, the game sector has also become one of the rapidly rising sectors in the secondary market.
Ma Xiao of new era Securities believes that there are obvious opportunities for configuration in the game industry in 2022. First, 2022 may usher in the issuance of new numbers, and the launch of new products will be reflected. Second, there is still a broad market at sea, and many companies still have great prospects. Third, with the refinement of games, the long life cycle operation of games is reflected in many game products, Fourth, the continuous exploration of VR / AR game equipment and content in the metauniverse may be further reflected in 2022.
Among the listed companies, Zhejiang Century Huatong Group Co.Ltd(002602) 's little bit interactive and self-developed meta universe game "livetopia" has landed on the roblox platform of the world's largest meta universe community. Tencent holds 10% of the shares of the listed company and is the second largest shareholder of the company. At present, the cooperation between the company and Tencent mainly focuses on the dimensions of Internet game product distribution, IDC, cloud games and so on; Kaiser (China) Culture Co.Ltd(002425) the game background environment code named "Animal Planet" is completely designed according to the mode of meta universe, with three dimensional elements of time, environment and ecology, and NFT technology is also introduced.
(Financial Associated Press)
