[today’s Guide]
The reform of the military industry group began to speed up. Two companies under “China Shenchuan” planned to restructure, and these listed companies were also subordinate to China shipbuilding group
The sales volume has increased 16 times, and the industry is expected to become the next trillion market in the next 3-5 years. The company has already deeply cultivated the layout
As an important part of future energy, the construction of this new energy has accelerated, and the company has obtained more than 90% orders in subdivided fields
The key infrastructure supporting the development of hydrogen energy accounts for about 30% of the total cost. The company has realized industrialized production
Offshore PV is coming! Public consultation on the three-dimensional confirmation of the right to use the sea area for photovoltaic power generation in Shandong
[subject details]
the reform of the military industry group began to speed up. The two companies under “China Shenchuan” planned to restructure, and the listed companies under China shipbuilding group
Two listed companies Cssc Science & Technology Co.Ltd(600072) and China Shipbuilding Industry Group Power Co.Ltd(600482) under China Cssc Holdings Limited(600150) group issued major asset restructuring announcements respectively. Among them, Cssc Science & Technology Co.Ltd(600072) is proposed to be placed in the wind power related assets of China Cssc Holdings Limited(600150) group, while China Shipbuilding Industry Group Power Co.Ltd(600482) will promote the integration of diesel engine business. Another listed company of China Cssc Holdings Limited(600150) group China Cssc Holdings Limited(600150) also issued relevant suggestive announcements on planning foreign investment and related party transactions.
In November 2019, “North South ship” was merged and China Cssc Holdings Limited(600150) group was officially established. On July 2 this year, nine Chinese shipping companies, including Cssc Science & Technology Co.Ltd(600072) and China Shipbuilding Industry Group Power Co.Ltd(600482) , announced that China Cssc Holdings Limited(600150) group will become the indirect controlling shareholder of the company because the SASAC of the State Council transferred all the equity of its controlling shareholder to China Cssc Holdings Limited(600150) group free of charge. In addition to China Cssc Holdings Limited(600150) group, several military industrial groups have recently accelerated the reorganization of their assets. On September 21, Phenix Optical Company Limited(600071) announced that it planned to purchase part or all of the equity of Guosheng electronics and Puxing electronics held by shareholders such as CETC semiconductor materials Co., Ltd. by issuing shares. On December 3, Yunnan Xiyi Industrial Co.Ltd(002265) disclosed the reorganization plan. The company plans to purchase 100% equity of Chongqing construction industry group from ordnance equipment group. According to the analysis of AVIC securities, 2022 is the last year of the three-year action plan for the reform of state-owned enterprises. All military industrial groups have proposed to accelerate the implementation of the three-year action reform task, and improving the asset securitization rate is one of the key tasks. Recently, the reform of military industry groups and asset securitization have begun to speed up.
Among A-share listed companies, Hg Technologies Co.Ltd(300847) is actually controlled by China Cssc Holdings Limited(600150) group. At present, its products have been shortlisted in the national railway mall and participated in the bidding and cooperation of ordnance industry, Suning and military mining network suppliers. The controlling shareholder of Cssc Offshore & Marine Engineering (Group) Company Limited(600685) is China Cssc Holdings Limited(600150) group. In terms of military products, it is the most important military ship production and support base in South China and an important official ship construction base in China. The actual controller of China Harzone Industry Corp.Ltd(300527) is China Cssc Holdings Limited(600150) group, which is one of the few enterprises in China with the research and production capacity of multi variety emergency traffic engineering equipment.
The sales volume of has increased 16 times, and the industry is expected to become the next trillion market in the next 3-5 years. The company has already deeply cultivated the layout of
With the double festival approaching, prefabricated dishes have also ushered in explosive growth. The person in charge of the prefabricated vegetable industry of an e-commerce platform said that compared with last year, the overall sales of this year almost doubled. When an e-commerce platform searched with “prefabricated vegetables” as the keyword, it was found that the monthly sales of prefabricated vegetables products of many businesses have exceeded 10000.
The lazy economy and the epidemic situation have guided changes in consumption habits. Prefabricated dishes simplify the cumbersome steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. Residents’ fast-paced life has increased their dependence on industrialized food production and socialized supply. Chinese food industrialization and standardized production demand drive the expansion of b-end market of prefabricated dishes. The increase of takeout penetration rate and the change of family structure promote the increase of C-end sales of prefabricated dishes. In 2021, the sales volume of prefabricated vegetables increased 16 times compared with that in 2020. According to the data of the Ministry of Commerce, since the launch of the 2021 Online New Year’s festival, the sales volume of rice commodities has increased by 96% year-on-year, of which semi-finished products have increased by more than 380%. Shanxi Securities Co.Ltd(002500) said that Chinese households are increasingly dependent on industrialized food production and socialized supply. In 2021, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. In the next 3-5 years, China’s Prefabricated food industry is expected to become the next trillion catering market.
Among A-share listed companies, Longda food has already arranged the prefabricated food business for many years, providing prefabricated food services for many well-known businesses such as Haidilao and Pangu catering. Shandong Delisi Food Co.Ltd(002330) the plant construction of 100000 t / a meat products processing (prefabricated vegetables) project in Shandong headquarters has been completed, and the production equipment has been mobilized and started trial operation. Zhanjiang Guolian Aquatic Products Co.Ltd(300094) in recent years, we have continuously developed a number of rich and diverse prefabricated dishes and ready to eat foods, such as shrimp slide series, rice noodles series of shrimp dumplings, vermicelli and shellfish series with minced garlic, realizing the innovation and upgrading from raw material processing to food development.
as an important part of future energy, the construction of this new energy has accelerated, and the company has obtained more than 90% of orders in subdivided fields
The first tank of concrete was poured on the raft foundation slab of the reactor building of unit 4 of Hainan Changjiang nuclear power phase II project, marking the commencement of the construction of unit 4 nuclear island of Changjiang nuclear power phase II project. It is reported that in 2021, Hainan’s first Hualong 1 unit, Changjiang nuclear power phase II unit 3, and the world’s first onshore commercial modular small reactor Linglong 1 started construction in Hainan nuclear power base respectively. After the construction in progress is completed and put into operation, the total installed capacity in Hainan nuclear power base can reach 3.8 million KW, accounting for nearly 50% of the power consumption in Hainan Province, and the annual power generation is about 30 billion kwh.
Nuclear power has the advantages of high energy efficiency, low pollution, environmental friendliness, large single unit capacity and stable power generation. Compared with wind power and photoelectric power, it is greatly affected by weather and region. Nuclear power can operate continuously and stably for at least 12-18 months after one-time loading, and covers a relatively small area. It is an important part of energy in the future. In 2020, the total global nuclear power generation reached 2.553 trillion kwh, contributing about one-third of the world’s low-carbon electricity, helping the world avoid at least 2.9 billion tons of carbon emissions and save 10% of global energy emissions. According to the prediction of China Nuclear Energy Industry Association, China’s independent third-generation nuclear power Commission will realize large-scale and batch development according to the approval rhythm of 6-8 units per year. According to the current value of a single nuclear power unit of 20 billion / unit, it will bring 120-160 billion yuan of nuclear power market space per year.
Among the A-share listed companies, Suzhou Hailu Heavy Industry Co.Ltd(002255) said that they have obtained important orders for basket barrel, safety injection box, reactor internals spreader and so on in the application of “Hualong 1” with independent intellectual property rights, cap1400 third-generation nuclear power technology and high-temperature gas cooled reactor nuclear power technology with fourth-generation safety characteristics. Sinomach Heavy Equipment Group Co.Ltd(601399) subsidiary Erzhong equipment successfully completed the development of the first main pump casing of Zhangzhou nuclear power unit 1 after the integration of “Hualong 1”, the core components of the first prototype of 300MW class F heavy gas turbine, and a complete set of core forgings of China’s highest head changlongshan pumped storage power station. Jiangsu Shentong Valve Co.Ltd(002438) has become the main supplier of China National Nuclear Power Co.Ltd(601985) valves, and has obtained more than 90% orders for nuclear grade butterfly valves and nuclear grade ball valves that have been tendered, covering major reactor types such as AP1000, Hualong 1, cap1400, fast reactor and high temperature gas cooled reactor.
the key infrastructure supporting the development of hydrogen energy accounts for about 30% of the total cost. The company has realized industrialized production
According to the report of the international Hydrogen Energy Commission, 31 countries in the world have put forward hydrogen energy related strategies at the national level. In the process of China’s realization of “carbon peak in 2030 and carbon neutralization in 2060”, the development of hydrogen energy and related industries and technologies will be an important starting point. The hydrogen energy industry chain is divided into three links: preparation, storage and transportation and application. The storage and transportation link is the key to the efficient utilization of hydrogen energy. In terms of cost, the hydrogen storage and transportation cost accounts for about 30% of the total cost.
From the perspective of technical development direction, at present, the high-pressure gaseous hydrogen storage technology is relatively mature and will be the main hydrogen storage technology in China. From the perspective of market value, hydrogen energy storage and transportation has broad development space in the future. According to the prediction of the international Hydrogen Energy Commission, the hydrogen energy industry will create a market scale of 2.5 trillion US dollars by 2050. High pressure hydrogen storage bottles are divided into four types: pure steel metal bottles (type I), steel liner filament wound bottles (type II), metal liner filament wound bottles (type III) and plastic liner filament wound bottles (type IV). At present, type III bottle is the focus of China’s development. 35MPa and 70MPa have been developed, of which 35MPa has been widely used in hydrogen fuel cell vehicles, and 70MPa has been popularized. Ping An Securities said that from the perspective of the law of industrial development, hydrogen storage facilities are the infrastructure of hydrogen energy industry. In the process of industrial development, it is necessary to build moderately ahead of schedule in order to support industrial development; Hydrogen storage and transportation is the key link restricting the industrial development. The development of hydrogen energy industry brings new opportunities to the pressure vessel industry, and the requirements for materials are becoming higher and higher. Economic, efficient and safe storage and transportation technology has become one of the main bottlenecks restricting the large-scale application of hydrogen energy. With the increase of the construction of hydrogen refueling stations and hydrogen production stations, the demand for storage tanks will increase steadily, and the barriers of high-pressure and large-capacity storage tanks are high. It is suggested to pay attention to the high-pressure hydrogen container manufacturing company. In terms of materials, it is recommended to pay attention to the companies producing steel and carbon fiber for storage tanks.
In A-share listed companies, Zhangjiagang Haiguo New Energy Equipment Manufacturing Co.Ltd(301063) produces pressure pipe forgings on hydrogen storage vessels. Sinofibers Technology Co.Ltd(300777) independently developed the preparation process of high-strength zt7 series, zt8 series and zt9 series carbon fibers and high model zm40j and zm40x graphite fibers, and successfully realized industrial production. Lanzhou Ls Heavy Equipment Co.Ltd(603169) is the only manufacturer of domestic material cold hydrogenation reactor. In the field of hydrogen energy, the company’s main products include hydrogen equipment such as hydrogenation reactor, high-pressure hydrogen storage equipment (45MPa), high-pressure gas-solid combined hydrogen storage container, etc.
offshore photovoltaic is coming! Public consultation on the three-dimensional confirmation of the right to use the sea area for photovoltaic power generation in Shandong
Recently, Shandong Oceanic Administration issued an announcement on soliciting opinions from the public on the guidance on promoting the three-dimensional confirmation of rights in the use of photovoltaic power generation sea areas (Exposure Draft). According to the opinion draft, cities are encouraged to explore and use the identified sea areas for aquaculture and salt fields according to local conditions, and scientifically layout photovoltaic power generation projects.
The technological innovation and application forms of floating Cecep Solar Energy Co.Ltd(000591) began to develop more diversified, and the offshore floating power station began to become a cutting-edge technology leading the development of the industry. As the “third pillar” after ground power station and roof photovoltaic, floating Cecep Solar Energy Co.Ltd(000591) has been widely distributed in more than 60 countries, and the project scale and monomer capacity are constantly reaching new heights. According to the statistics of solarplaza, the top 20 floating power stations under construction in 2021 have a total capacity of 1.2gw, most of which are located in Asia.
Among the listed companies, Jinneng Science&Technology Co.Ltd(603113) 1000MW offshore photovoltaic projects have invested nearly 4.4 billion yuan in Qingdao, with an annual power generation of about 1.2 billion kwh, corresponding to a carbon emission reduction of 1.35 million tons; Ja Solar Technology Co.Ltd(002459) modules supply the first floating photovoltaic power station in Spain and Malaysia.
(Financial Associated Press)
