[today's Guide]
The sales volume increased by 200%, and the profits of listed companies doubled in the first quarter. This company is the largest enterprise in the world in terms of production and sales in subdivided fields
It is expected to achieve six fold growth, and the region will rebuild Cecep Solar Energy Co.Ltd(000591) manufacturing at all costs
The arrival of a new round of pork purchase and storage will push the price back to a reasonable range as soon as possible. This company is one of the largest enterprises in the region
The detailed rules fill the regulatory gap, and the initial commercialization of this trillion market has been implemented. This company has been involved in many fields such as automatic driving + meta universe + charging pile
Several Huawei full stack DC solution application projects were selected as typical cases of new data centers
[subject details]
sales volume increased by 200%, and the profits of listed companies doubled in the first quarter. This company is the largest enterprise in the world in terms of production and sales in subdivided fields
Since October last year, the market price of rare earth products has continued to rise and remain high. The field survey found that the strong demand in the middle and lower reaches, especially in the new energy industry, is the main driving force of this round of rare earth price rise. Several rare earth smelting separation and magnetic material production enterprises in Guangxi and Jiangxi said that due to strong demand in the field of end consumption, the company's production lines continued to operate at full capacity. On March 31, Jiangsu Huahong Technology Co.Ltd(002645) announced that the net profit in the first quarter is expected to be 230 million yuan to 270 million yuan, an increase of 70.68% - 100.36% year-on-year. With the sustainable development of the new energy field, the market demand for rare earth permanent magnet products continues to increase, the production and sales of the company's comprehensive utilization of rare earth resources are booming, the profitability has achieved rapid growth, and the Jiangsu Huahong Technology Co.Ltd(002645) share price has risen by the limit.
A person in charge of the company said that our output has increased by about 30% to 35% over the same period last year. For example, yttrium oxide is mainly used for the manufacture of fan blades in the wind power industry, and now the sales volume has increased by 200% over the same period last year. High performance NdFeB magnetic materials can be used in many fields, including new energy vehicles and auto parts, energy-saving frequency conversion air conditioning, wind power generation, 3C, energy-saving elevator, Siasun Robot&Automation Co.Ltd(300024) and intelligent manufacturing, rail transit and so on. Dongguan securities analysis pointed out that the fastest growth in the downstream demand of rare earth permanent magnet is in the field of new energy vehicles and industrial motors. When the downstream demand continues to be strong, the state is expected to increase incentive policies to boost the high-quality development of the industry. It is expected that the regulations on the administration of rare earth will be officially implemented in 2022. At that time, rare earth enterprises will develop and utilize rare earth resources in a more orderly manner, promote the price of rare earth raw materials and products to fluctuate within a reasonable range, and the return of the price of rare earth concentrate to rationality will enable magnetic material enterprises to better control production costs, which will be beneficial to magnetic material enterprises.
Among A-share listed companies, Chengdu Galaxy Magnets Co.Ltd(300127) is the largest manufacturer and marketer of bonded NdFeB magnets in the world Yantai Zhenghai Magnetic Material Co.Ltd(300224) has successfully developed the world's leading 54uh, 50eh and 44ah NdFeB series products. The company's energy-saving and new energy vehicle products have achieved mass production or fixed-point production among the top ten automobile manufacturers in the world Ningbo Yunsheng Co.Ltd(600366) has mastered the grain boundary diffusion technology for regulating the distribution of heavy rare earth elements in magnets and the reduction control technology of heavy rare earth elements in magnets. It has established in-depth cooperative relations with 6 of the top 10 main drive motor plants and successfully entered the supply chain of mainstream end customers such as Byd Company Limited(002594) and so on.
is expected to grow sixfold, and the region will rebuild Cecep Solar Energy Co.Ltd(000591) manufacturing at all costs
EU energy Commissioner Kadri Simson said that the European Commission would rebuild Europe's Cecep Solar Energy Co.Ltd(000591) manufacturing industry at all costs, with the main purpose of helping Europe get rid of its dependence on Russian energy.
About 40% of the EU's natural gas needs to be imported from Russia. After the escalation of the conflict between Russia and Ukraine, the EU decided to reduce the use of Russian natural gas by 2 / 3 this year and stop importing all fossil fuels from Russia by 2027. Recently, the UK plans to more than triple the installed capacity of Cecep Solar Energy Co.Ltd(000591) power generation by 2030. Earlier, the German Ministry of economy proposed a draft to be legislated. The country plans to accelerate the expansion of wind energy and Cecep Solar Energy Co.Ltd(000591) infrastructure and achieve the target of 100% renewable energy power supply 15 years ahead of schedule (to 2035) Solarpower Europe, an Cecep Solar Energy Co.Ltd(000591) industry organization, said that with the right policy support, the EU's Cecep Solar Energy Co.Ltd(000591) power generation is expected to reach 1000 GWH in 2030, compared with 165 GWH at present Southwest Securities Co.Ltd(600369) said that in the short term, the prices of crude oil and natural gas will remain high, and the rise in the prices of traditional energy will help stimulate the new installed demand of new energy. In the first quarter, the production schedule of all links of China's photovoltaic industry was close to full production, forming a situation that the off-season was not light. In the long run, the global PV installed capacity is expected to exceed 200GW in 2022, with a year-on-year increase of more than 30%.
Among A-share listed companies, Gcl System Integration Technology Co.Ltd(002506) said that the company currently has sufficient orders and has established long-term supply relations with China Southwest Electric Power Company, Petrochina Company Limited(601857) engineering construction bidding project and European customers. The company has signed a formal component supply order of 1.3gw at the beginning of 2022 Suzhou New District Hi-Tech Industrial Co.Ltd(600736) holding subsidiary Suzhou New District Hi-Tech Industrial Co.Ltd(600736) langlv Energy Technology Co., Ltd. is engaged in building energy-saving transformation business, and the company's wholly-owned subsidiary Suzhou New District Hi-Tech Industrial Co.Ltd(600736) green photovoltaic new energy Co., Ltd. is engaged in distributed photovoltaic power generation business Jiangsu Zhongli Group Co.Ltd(002309) said that the European market is the company's largest overseas market. At present, the company has sufficient orders in Europe and is expected to schedule production until the first half of this year.
pork new round of purchase and storage is coming, which will push the price back to a reasonable range as soon as possible. This company is one of the largest enterprises in the region
According to the monitoring of the national development and Reform Commission, the specific price of pig grain has been continuously lower than 5:1 recently, which is in the level-1 early warning range of excessive decline determined in the working plan for improving the regulation mechanism of government pork reserves and ensuring the supply and price stability of pork market. The development and Reform Commission and relevant parties carried out the collection and storage of the third batch of central frozen pork reserves during the year. It is planned to collect and store 40000 tons of frozen pork on April 2 and 3. If the follow-up pig prices continue to operate at a low level, the state will continue to carry out the collection and storage work and promote the return of pig prices to a reasonable range as soon as possible.
On March 22, the Ministry of agriculture and rural areas held a special departmental coordination meeting, requiring all localities to strengthen the information monitoring and early warning of the whole pig industry chain, actively guide financial institutions to increase credit policy support, stabilize breeding land and environmental protection and other long-term support policies, accurately implement the regulation of pig production capacity and the regulation of frozen pork collection and storage, continue to pay attention to the normalization prevention and control of African swine fever, promote the stable and healthy development of pig production, and help farmers tide over difficulties.
From January to February this year, the removal rates of fertile sows in China were - 0.9% and - 0.5% respectively. Since the peak of production capacity in June 2021, the cumulative removal rate has exceeded 6% Citic Securities Company Limited(600030) analysis points out that the overall pig supply is still in the stage of surplus. At the same time, the rapid rise in the prices of soybean meal and corn will promote the rise of feed costs, and the head average loss will continue to expand, or accelerate the de industrialization of production capacity. At the level of listed companies, the worst performance of Chinese listed companies has passed, and breeding stocks are facing emotional and performance repair.
Among A-share listed companies, Hunan New Wellful Co.Ltd(600975) established a pig industry chain layout integrating feed production, breeding pig breeding, commercial pig breeding, pig slaughtering and meat processing, cold chain logistics and pig trading. It is one of the largest pig breeding enterprises in Hunan Province Tangrenshen Group Co.Ltd(002567) build the whole industry chain of pigs. It is planned to sell 2 million and 3.5 million pigs respectively from 2022 to 2023, of which the proportion of self breeding capacity Longhua agriculture and animal husbandry is expected to be about 30% and 40% Shenzhen Kingsino Technology Co.Ltd(002548) 2021: the sales volume of live pigs reached 1068900, with a year-on-year increase of 33.01%. The company said that if the existing projects were completed, the production capacity could reach 2.5 million.
detailed rules fill the regulatory gap, and the initial commercialization of this trillion market has been implemented. This company is involved in many fields such as automatic driving + metauniverse + charging pile
The working office of Beijing high-level automatic driving demonstration zone officially issued the implementation rules for the management of road test, demonstration and application of intelligent network passenger buses in Beijing intelligent network policy pilot zone (for Trial Implementation). At present, the demonstration area has issued test licenses for eight intelligent network connected passenger buses of three enterprises. After the implementation of the rules, the road test of 8 intelligent network connected passenger buses will be officially carried out.
Intelligent public transport takes intelligent networked public transport as the carrier, builds a vehicle road coordination system based on 5g, Beidou high-precision positioning, edge computing and other technologies, and relies on the intelligent transportation platform to build a new generation of intelligent networked transportation system with "vehicle road cloud" comprehensive coordination, so as to realize the safe driving of automatic driving public transport and normalized passenger transport camp. The detailed rules fill the regulatory gap of such intelligent connected vehicles and lay a solid foundation for the large-scale and commercial application of the new scenario of intelligent connected passenger buses Guoyuan Securities Company Limited(000728) pointed out that commercial vehicle automatic driving is a market with a space of more than one trillion. Compared with passenger cars, the transportation industry is facing many pain points, such as rising labor costs, shortage of drivers, traffic accidents and so on. The business model of commercial vehicle automatic driving is clearer. The initial commercialization of L4 automatic driving technology has been realized in low-speed closed scenes such as ports and mines. L3 automatic driving in scenes such as trunk logistics and robobus can produce commercial value, and there is huge room for growth in the future.
Among the A-share listed companies, Zhengzhou Tiamaes Technology Co.Ltd(300807) and Baidu have carried out cooperation in the Longhu autonomous bus project in Zhengdong New Area. The company provides relevant technologies for bus operation and dispatching for the project Anhui Ankai Automobile Co.Ltd(000868) the first batch of intelligent driving buses were put on the Shenzhen market in 2017. It is the first intelligent driving bus to open the road in China Soyea Technology Co.Ltd(000909) has cooperated with Byd Company Limited(002594) and other related companies in 5g smart bus industry. The company has been included in the second batch of members of China Mobile Communications Federation meta universe Industry Committee. In addition, the charging equipment involved in the company's charging pile business has relevant technical patents, software copyrights and other intellectual property rights.
several Huawei full stack DC solution application projects were selected as typical cases of new data centers
Recently, in order to speed up the construction and application of new data centers and continuously promote the digital transformation in various fields of economy and society, the Ministry of industry and information technology announced the list of the first batch of typical cases of national new data centers, and several application projects of Huawei low-carbon intelligent data center solutions were selected. Among them, the Three Gorges big data center and HUAWEI Wulanchabu data center adopt the HUAWEI stack data center solution. With the advanced effect of products and the demonstration effect of green energy saving, all of them are selected into the new national data center (large scale).
Huaan Securities Co.Ltd(600909) Yin Yan technology research report pointed out that the East West computing mode will continue until 2025, which can directly save more than 300 billion yuan of data center power cost and about 100 billion yuan of land cost. Under optimistic assumptions, the scale of digital industrialization benefiting from "counting from the East and counting from the west" during the "14th five year plan" period is expected to reach 25 trillion, the scale of industrial digitization will reach 102 trillion, and the scale of the whole digital economy will reach nearly 150 trillion yuan.
Among listed companies, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) is a Huawei supplier, mainly providing Huawei with temperature control and energy-saving equipment for data center Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) sun kuanyuan technology signed a framework cooperation agreement with Huawei. The two sides will cooperate in the construction of IDC intelligent data center industry, cloud computing, big data and other aspects.
