Hot topics
1. Huawei platform
Driving event: Huawei P50 treasure box, the first flagship mobile phone with vertical folding, was released at a price of 8988 yuan. Huawei handed over its first report card in the field of intelligent vehicles – officially released the first Hongmeng automobile AITO M5, starting from 250000 yuan. The number of Huawei devices equipped with harmonyos has exceeded 220 million, and the shipment of new ecological devices by Hongmeng Zhilian in 2021 exceeded 100 million.
Related stocks: Shenzhen Kinwong Electronic Co.Ltd(603228) (603228), Lingyi Itech (Guangdong) Company(002600) (002600)
2. Hydrogen energy
Driving event: Yuchai officially released China’s first commercial vehicle hydrogen engine. The engine ignites to achieve stable operation. This is another milestone achievement of Yuchai in hydrogen energy application after the release of hydrogen fuel cell. It is also an important step for China’s gas turbine industry to promote power transformation under the background of hydrogen energy era.
Related stocks: Zhongshan Broad-Ocean Motor Co.Ltd(002249) (002249), Sino-Platinum Metals Co.Ltd(600459) (600459)
3. Tesla
Driving event: musk sold 340600 Tesla shares on December 22, with a valuation of US $928.6 million. In addition, musk exercised 3.26 million options at a price of US $6.24 on the same day. Tesla signed a battery graphite procurement agreement with Syrah resources, an Australian graphite product supplier, to ensure the supply of this key material.
Related stocks: Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) (002384), Olympic Circuit Technology Co.Ltd(603920) (603920)
4. Network security
Driving events: the central network information office deployed special actions to focus on three aspects of rectification tasks. First, the problem of traffic fraud such as brushing sub control and evaluation, brushing orders and frying letters, brushing volume and increasing powder, and brushing billboards and canvassing votes was dealt with by links. Second, continue to rectify the chaos of Internet black public relations. Third, resolutely investigate and deal with network Navy information, accounts and related control platforms.
Related stocks: Inspur Electronic Information Industry Co.Ltd(000977) (000977), Shanghai Baosight Software Co.Ltd(600845) (600845)
