[today’s Guide]
The price of lithium battery materials has reached a new high in the past three years, and the supply of related batteries is extremely tight. These companies have begun mass production of new capacity
Internet of all things, Beijing Certificate Authority Co.Ltd(300579) and application expansion entrance, Apple has advised operators to prepare for the use of this technology for new products, and the company’s products have been supplied in batches
Entering a new era of commercial deployment! The compound annual growth rate of the industry is expected to reach 16%. The company has provided services for international well-known automobile enterprises and the demonstration application area
Nearly 80% of the prices of Chinese herbal medicines are still in short supply, and the prices of some varieties have doubled. The company’s five exclusive Chinese patent medicines have entered the medical insurance catalogue
Huawei and Bank Of China Limited(601988) launched the pilot of digital RMB Hard Wallet charging pile
Baihetan – Jiangsu ± 800 kV HVDC transmission project (Nanjing section) is the first to be connected in the province
[subject details]
the price of lithium battery material has reached a new high in three years, and the supply of related batteries is extremely tight. These companies have begun mass production of new capacity
In 2021, the price of lithium iron phosphate was 37000 yuan / ton in January and 99000 yuan / ton as of December 27. The overall increase of the whole year was 167.57%, reaching 62000 yuan / ton, and the price reached a new high in three years.
A few days ago, a person concerned with Xiaopeng automobile said that affected by the epidemic, the industry is facing an extreme shortage of lithium iron phosphate battery supply, which has brought great uncertainty to the production of Xiaopeng P7 480e / N model, resulting in the failure of 480 model orders to be delivered in time within the scheduled expected delivery cycle. With the rapid development of electric vehicles, the installed capacity of lithium iron phosphate batteries has been increasing. At present, it has exceeded the installed capacity of ternary batteries. As of November 2021, China Shipbuilding Industry Group Power Co.Ltd(600482) the installed capacity of batteries has accumulated 128.5gwh, including 63.3gwh of ternary batteries and 64.8gwh of lithium iron phosphate batteries. According to the analysis of Caixin securities, under the condition that there is no major breakthrough in the battery technology route, lithium iron phosphate will maintain the cost advantage for a long time. With many car enterprises represented by Tesla choosing lithium iron phosphate batteries for supporting, it is expected that the installed capacity of lithium iron phosphate in China will account for 60% in 2025, and that overseas will also reach 20%. It is expected that the medium and long-term penetration rate of lithium iron phosphate in the world is expected to reach 35%.
Among the A-share listed companies, Shandong Fengyuan Chemical Co.Ltd(002805) Zaozhuang headquarters 10000 tons of lithium iron phosphate and 5000 tons of conventional ternary production line have been gradually put into mass production since October 2021. Anqing base currently plans to have a capacity of 50000 tons of lithium iron phosphate (divided into two phases, 25000 tons in each phase). Jiangxi Shenghua lithium iron phosphate cathode material, a subsidiary of Mianyang Fulin Precision Co.Ltd(300432) , is continuously supplied in batch to Contemporary Amperex Technology Co.Limited(300750) and other major customers. The 50000 ton lithium iron phosphate cathode material project in Shehong base has completed equipment installation and started gradual trial production. The capacity construction of 190000 tons of lithium iron phosphate is under planning. Jiangsu Lopal Tech.Co.Ltd(603906) said that by the end of the year, the production capacity of lithium iron phosphate is expected to reach 85000 tons. It is planned to jointly invest and build a 100000 ton lithium iron phosphate cathode material project with stellar in Indonesia.
Internet of all things, Beijing Certificate Authority Co.Ltd(300579) and application expansion entrance. Apple has advised operators to prepare for the use of this technology for new products. The company’s products have been supplied in batches
According to media reports, some analysts predict that Apple may try to launch iPhone without physical SIM card in some countries and regions, using ESIM technology, starting with iPhone 15 pro. The latest news shows that the change may be advanced. At present, Apple has advised several major operators in the United States to prepare for the smart phone that only supports ESIM released in September 2022.
ESIM plays a key role in promoting the scale of cellular Internet of things. At present, the three operators have been approved to provide ESIM technology application services in the field of Internet of things. Compared with the traditional SIM card, sensitive information such as signing data, personalized key and certificate is changed from internal customization to air interface transmission and then written into ESIM. Starting from the communication field, it will also widely penetrate into consumer electronics, Internet of vehicles, industrial Internet and other fields. According to the report of ABI research, ESIM shipments in 2019 will be 267 million, and it is expected to reach 875 million by 2024, with a CAGR of 27%. The Pacific Securities Co.Ltd(601099) Securities said that with the promotion of 5g and digital currency, the form and function of SIM card will undergo revolutionary changes. Operators take SIM card as the entrance to the interconnection of all things, Beijing Certificate Authority Co.Ltd(300579) and application expansion, and the State takes SIM card as the hardware carrier of national credit. ESIM and super SIM will be the carrier of digital currency and the new entrance of 5g in the future.
In A-share listed companies, Hengbao Co.Ltd(002104) esim cards have been supplied in batches. Shenzhen Chengtian Weiye Technology Co.Ltd(300689) can provide customers with ESIM core data processing, data writing and personalized processing services, which can meet the market demand of ESIM card data personalization. Wuhan Tianyu Information Industry Co.Ltd(300205) ESIM, ESE, modules and other intelligent connection products can be applied to multiple segments of the Internet of things.
entering a new era of commercial deployment! The compound annual growth rate of the industry is expected to reach 16%. The company has provided services for international well-known automobile enterprises and the demonstration application area
The National Informatization Plan for the 14th five year plan issued by the central network security and Informatization Commission proposes to carry out innovative demonstration of Internet of vehicles applications, select and build a national leading area for Internet of vehicles, accelerate the construction of intelligent Internet connected vehicle road infrastructure and 5g-v2x Internet of vehicles demonstration network, and improve on-board intelligent equipment, roadside communication equipment “People, vehicles, roads, clouds and networks” synergy of road infrastructure and intelligent control facilities to realize advanced automatic driving applications above L3 level.
Internet of vehicles applications not only serve intelligent Internet connected vehicle applications such as assisted driving and high-level automatic driving, but also can effectively solve systematic engineering problems such as traffic efficiency and urban governance. From 2019 to now, the Ministry of industry and information technology has successively approved a number of national vehicle networking pilot areas to build the “No. 1” expressway project between Beijing and Shanghai. The Ministry of housing and urban rural development and the Ministry of industry and information technology jointly support 16 cities such as Beijing, Shanghai, Guangzhou and Wuhan as pilot cities for the coordinated development of smart city infrastructure and smart connected vehicles. Entering the “14th five year plan”, the Internet of vehicles will enter a new period of application deployment. China International Capital Corporation Limited(601995) said that the Internet of vehicles industry is divided into vehicle end and road end. The vehicle end market mainly considers on-board equipment and content services. It is expected that the market scale of v2x vehicle end will exceed 100 billion yuan in 2025, will grow rapidly in the later stage, and is expected to exceed 350 billion yuan in 2030. The road end market mainly includes the construction of urban intersections and highway roadside infrastructure. It is estimated that the market scale will be about 81.9 billion yuan in 2025 and more than 100 billion yuan in 2030. The prospective industry research institute predicts that the market scale of China’s intelligent transportation industry will exceed 400 billion yuan in 2026, and the CAGR is expected to reach 16.0% from 2021 to 2026.
Among A-share listed companies, Vanjee Technology Co.Ltd(300552) has laid out relevant technologies such as on-board lidar and vehicle road coordination and formed independent products. At present, the company has formed a number of on-board lidar products such as line 8, line 16 and line 32. Gosuncn Technology Group Co.Ltd(300098) exchange and cooperate with Baidu in technology, products and solutions in the field of unmanned driving. At present, the company has created full stack vehicle networking products and solutions including 5g communication module, v2x platform, on-board terminal and roadside equipment. Beijing Certificate Authority Co.Ltd(300579) provides various safety certificate services for v2x equipment of Internet of vehicles. At present, it has provided Internet of vehicles safety products and services for many customers such as international well-known car enterprises and Shenzhen Pingshan Internet of vehicles demonstration application zone.
nearly 80% of the prices of Chinese herbal medicines are still in short supply, and the prices of some varieties have doubled. The company’s five exclusive Chinese patent medicines have entered the medical insurance catalogue
Recently, the prices of Chinese patent medicines of several well-known pharmaceutical enterprises in China have increased by 10% to 20%, including some common varieties. Industry insiders said that the main reason for the rise in the price of Chinese patent medicines is the general rise in the price of Chinese herbal medicines. The reporter learned from Anguo, Hebei, the largest trading center of traditional Chinese medicine in northern China that since December, nearly 80% of the prices of traditional Chinese medicine have increased, such as the prices of common Coptis, honeysuckle and Scutellaria baicalensis. Among the price rising varieties, there is also a kind of new drug and food homologous varieties, such as tangerine peel, Dendrobium, etc. After tangerine peel entered the same source of medicine and food, the demand increased, resulting in short supply. The price of new tangerine peel has risen from 5 yuan per kilogram at the beginning of this year to about 10 yuan now.
It is understood that the sales of most of the Chinese patent medicines with rising prices have not been affected, and even the Chinese patent medicines of some well-known pharmaceutical enterprises are in short supply. At the beginning of this year, the State Council issued several policies and measures on accelerating the characteristic development of traditional Chinese medicine, which defined the state’s determination to encourage the development of traditional Chinese medicine at multiple levels and in multiple directions. Since this year, the acceleration of the approval and listing of new traditional Chinese medicine has also confirmed the great strength of policy support. Southwest Securities Co.Ltd(600369) the analysis points out that there are three opportunities for the development of traditional Chinese medicine consumer goods: 1) since 2021, the price of upstream traditional Chinese medicine has continued to rise, especially the precious traditional Chinese medicine natural bezoar, Panax notoginseng and natural musk. There is a certain expectation of price increase for upstream raw materials + downstream products in the future; 2) Industry channel inventory clearing is coming to an end, and the superposition of price increase expectations has accelerated the downstream inventory turnover; 3) There are positive changes in the mixed reform of relevant state-owned enterprises and shareholders, and the future performance is expected to improve significantly.
Among A-share listed companies, Chongqing Pharscin Pharmaceutical Co.Ltd(002907) five exclusive Chinese patent medicines (Ganju Bingmei tablet, Duliang soft capsule, Tongxiening granule, Liuwei Anshen capsule and Bawei Qilong granule) have entered the national medical insurance catalogue and have been included in multiple clinical application guidelines. Shanxi Zhendong Pharmaceutical Co.Ltd(300158) compound Sophora flavescens is the first variety in clinical use of anti-tumor traditional Chinese medicine injections, with a planting base of 820000 mu of traditional Chinese medicine. Shandong Wohua Pharmaceutical Co.Ltd(002107) Gushukang capsule / granule ranked third in Chinese urban public, urban community, county-level public and township health bone pines in 2020, and first in Chinese urban retail pharmacies in 2020.
Huawei and Bank Of China Limited(601988) launched the pilot of digital RMB Hard Wallet charging pile
On December 27, the launching ceremony of the “digital RMB Hard Wallet charging pile” project was held in Luohu District, Shenzhen. Led by the people’s Government of Luohu District, Huawei, Bank Of China Limited(601988) Shenzhen Branch, China Gas Holding Co., Ltd., Shanghai Hisilicon Technology Co., Ltd., Sichuan Changhong Electric Co.Ltd(600839) Network Technology Co., Ltd. and Guangzhou Yidian Bangke Intelligent Network Technology Co., Ltd, Jointly develop the “Luohu District charging pile Hard Wallet pilot project” and take the lead in landing in Guangdong Province. In addition, the central bank held the working meeting of the people’s Bank of China in 2022 and pointed out that the pilot of digital RMB research and development should be promoted in a steady and orderly manner.
Wu Yanjing Research Report of Galaxy Securities pointed out that with the gradual diversification of digital RMB pilot scenarios and the support of digital economy, Winter Olympics and other scenarios, the investment value opportunities of digital RMB industrial chain are highlighted. The localization of software and hardware superimposed by bank IT manufacturers will take the lead in benefiting from the implementation of digital RMB. At the same time, with the penetration and diversification of scenarios, multi business support units such as b-end / C-end will also enjoy investment opportunities.
Among the listed companies, Chase Science Co.Ltd(300941) said on the interactive platform that the company cooperated with Zhangjiakou Agricultural Bank, Zhangjiakou Construction Bank, Beijing Agricultural Bank and Beijing Construction Bank to participate in the construction of digital RMB acceptance environment for relevant merchants of Beijing Winter Olympic Games; Oufei, a small flag of Qitian Technology Group Co.Ltd(300061) , assists mobile banking app and supports scenario marketing services such as recharge and payment using digital RMB.
Baihetan Jiangsu ± 800 kV HVDC transmission project (Nanjing section) was the first to connect
With the establishment of the strategic idea of building a new power system, the construction of UHV shows signs of acceleration. On December 27, the pouring, tower assembly and setting out of 89 iron towers of Baihetan Jiangsu ± 800 kV HVDC transmission project (Nanjing section) were completed, and the whole line was first opened in the province. On December 26, the Nanchang Changsha 1000 kV high voltage AC project of the state grid was put into operation. The project is the first UHV power transmission and transformation project started in China during the 14th Five Year Plan period, creating a new record of UHV construction in only 10 months from commencement to completion.
According to Haitong Securities Company Limited(600837) Fangqing Research Report, during the “14th five year plan” period, the State Grid will promote the establishment of a long-term mechanism for inter provincial transmission, gradually realize full transmission of built channels, and improve the transmission capacity of 35.27 million KW. The new trans regional transmission channel is mainly for the transmission of clean energy. The 14th five year plan plans to build seven circuits of UHVDC, with a new transmission capacity of 56 million KW. By 2025, the trans provincial and trans regional transmission capacity of the company’s business area will reach 300 million KW, and the transmission of clean energy will account for 50%.
Among the listed companies, Baoding Tianwei Baobian Electric Co.Ltd(600550) is the main supplier of “two networks” UHV construction AC and DC transformers, with complete product pedigree, and the leading products are 220kv-1000kv EHV and large capacity transformers; Changshu Fengfan Power Equipment Co.Ltd(601700) it is mainly engaged in power transmission and transformation lines, power towers, substation steel structures, power equipment, iron towers and structural support products. It has won the bid for the UHV project of the State Grid for many times, and also won the bid for the world’s first flexible DC UHV project – Wudongde power station power transmission line of Guangdong Guangxi UHV multi terminal DC demonstration project.
(Financial Associated Press)
