In nearly a month, the 2022 Beijing Winter Olympic Games will officially begin. Haitong Securities Company Limited(600837) said this morning that from the perspective of market hot spots, as it is close to the opening of the Beijing Winter Olympic Games, investors can pay appropriate attention to the sectors supported by the Winter Olympic concept, such as digital RMB, hydrogen energy and 5g, under the background of new infrastructure, carbon neutralization and other policies.
Today, the concept plate of Beijing Winter Olympics showed an explosive trend, and individual stocks such as Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Beijing North Star Company Limited(601588) , Hunan Hualian China Industry Co.Ltd(001216) , Fujian Snowman Co.Ltd(002639) rose by the limit.
Winter Olympic Games help the development of hydrogen energy industry chain
The Winter Olympics will be an important window for hydrogen energy application. During the Winter Olympics, hydrogen energy will appear in many application links. The Olympic torch uses hydrogen as fuel, and hydrogen fuel cell vehicles will appear… And so on. According to the information of the Winter Olympic Organizing Committee, more than 700 hydrogen fuel buses will be invested in Yanqing and Zhangjiakou during the Winter Olympic Games.
In the implementation plan for the development of hydrogen energy industry in Beijing (2021-2025), it is proposed to promote the development of hydrogen energy industry chain in Beijing, Tianjin and Hebei based on major demonstration projects of the Winter Olympic Games. Last month, the scheduling meeting on hydrogen energy security for the Winter Olympics held in Zhangjiakou also pointed out that it is necessary to accurately calculate the hydrogen demand for the Winter Olympics, accelerate the construction progress of hydrogen production plants and hydrogen production projects, and further improve the hydrogen production capacity.
According to the analysis of Guotai Junan Securities Co.Ltd(601211) , Beijing Winter Olympic Games is expected to become an important stage to show the development achievements of China’s hydrogen energy industry to the world. The fuel cell system accounts for a high proportion of the whole vehicle cost, and further reducing the cost is the premise for the large-scale commercialization of hydrogen energy vehicles. With policy support and technological development, if the scale breakthrough can be realized in the future, the cost will be better controlled.
digital RMB landing or further acceleration
Since 2021, the Beijing Winter Olympics has been the focus of the next digital RMB pilot, which has been repeatedly emphasized. After the beginning of the new year, on January 4, the digital RMB (pilot version) app was launched in the Apple App store and various Android application markets. It is open for pilot registration in Shenzhen, Suzhou, xiong’an, Chengdu, Shanghai, Hainan, Changsha, Xi’an, Qingdao, Dalian and Winter Olympic Games (Beijing, Zhangjiakou).
The China Securities Co.Ltd(601066) research report pointed out that 2022 Beijing Winter Olympic Games will carry out the largest digital RMB pilot in history, and the promotion work including bank app wallet and hardware wallet has been carried out smoothly. With the pilot implementation of the Winter Olympic Games scene, digital RMB is expected to be promoted on a large scale in the future, including the upgrading of bank it system, the transformation of terminal payment equipment The digital encryption / identity authentication / security chip involved in the transaction will bring business increment to relevant listed enterprises, and the relevant industrial chain will usher in a large catalytic .
As for investment targets, Guotai Junan Securities Co.Ltd(601211) believes that head players with overall solutions and close banking services have more opportunities to get more shares.
Ultra HD video is expected to advance to 8K level
According to the national action plan for the development of UHD video industry (2019-2022), 2022 Beijing Winter Olympic Games is an important time node for the development of UHD video industry. All content will be produced by UHD signals, and 8K public signals will be provided to broadcasters for the first time.
Han Qiang, Vice Minister of media operation Department of Beijing Winter Olympic Organizing Committee, predicted that the live program of Beijing Winter Olympic Games will reach 1000 hours; The event program time expanded and derived according to the event live signal can reach more than 8000 hours.
From 2016 to 2020, China’s 4K UHD TV penetration increased from 31% to 71%. 4K TV penetration has made great progress. At the same time, 8K TV began to become the flagship product promoted by mainstream brands. Last year, all ministries and commissions also continued to implement the action plan for the development of ultra high definition video industry (2019-2022) and the opinions on promoting the high-quality development of radio, television and network audio-visual industry.
Huaxi Securities Co.Ltd(002926) in the fourth quarter of last year, it was said that the Beijing Winter Olympic Games, as a world-class major sports event held in China, has always been an important time node for the media industry in the planning of related industries such as content production and media technology upgrading. According to the industrial development action plan, China will realize the full popularization of 4K TV terminals in the new year. The sales volume of 8K TV terminals accounts for more than 5% of the total sales volume of TV, which has greater potential in the future. Over the past two years, due to the covid-19 epidemic, the landing rhythm of local governments’ industrial planning in various fields has been affected. With the approaching of the Winter Olympic Games and the policy guidance of relevant departments, the development of UHD industry will press the “acceleration key”.
supporting retail services and ice and snow themed fitness equipment store business opportunities
Although there are still sporadic outbreaks in China and the current round of epidemic prevention pressure is still arduous, in addition to ice and snow tourism, retail and fitness related to the Winter Olympic Games still receive market attention.
For the ice and snow sports industry, Caixin Securities said that near the opening of the Winter Olympics, despite the disturbance of local epidemics, the heat of China’s ice and snow sports is rising, and the imagination space of the ice and snow industry is constantly opened. Superimposing the “double reduction” policy is good, and there may be large development space for the sports industry.
For franchised dealers and retailers, an updated list has been published on the official website of the Beijing Winter Olympic Games.
the financial association combs some popular stocks of the Winter Olympic Games by concept, taking the performance of the third quarter of 2021 as a reference:
(Financial Associated Press)
