Hot topics
1. New energy vehicles
Driving events: it is reported that recently, China Shanxi Guoxin Energy Corporation Limited(600617) auto enterprises successively released the delivery data in March. Compared with the slowdown in February due to the impact of the Spring Festival holiday, the delivery volume in March improved significantly month on month, and many auto enterprises achieved the best performance since the record. The data of new forces of car making continued to be beautiful. The delivery volume of Xiaopeng automobile, Nezha automobile, ideal automobile and zero running automobile exceeded 10000, of which the monthly delivery volume of zero running automobile exceeded 10000 for the first time, with a month on month increase of 193%. Xiaopeng delivered 15414 cars, up 148% month on month. The cumulative sales volume in the first quarter was 34561, up 159.08% year-on-year. Nezha delivered 12026 vehicles in March and 30152 vehicles in the first quarter, a year-on-year increase of 305%. In addition, the ideal, future and other delivery data have also improved. At the same time, traditional automobile enterprises also continue to make efforts in the field of new energy vehicles Guangzhou Automobile Group Co.Ltd(601238) its new energy vehicle brand gac-e’an delivered 20317 vehicles in March, with a year-on-year increase of 189% Byd Company Limited(002594) released the March production and sales express, which showed that the company sold 105000 new energy vehicles in March, a year-on-year increase of 3.33 times. The cumulative sales volume of this year has reached 286300, with a sharp increase of 422.97% year-on-year. It is worth noting that, according to the company’s strategic development needs, the company has stopped the production of complete vehicles of fuel vehicles since March 2022, becoming the first vehicle enterprise in the world to stop production of fuel vehicles.
Related stocks: Byd Company Limited(002594) , inbor
2. Digital currency
Driving event: the people’s Bank of China held a symposium on the pilot work of digital RMB R & D. The meeting pointed out that with the further promotion of the pilot test, digital RMB R & D faces new situations and problems in highlighting convenience, optimizing inclusiveness, highlighting innovation, ensuring security, reflecting compliance and strengthening sustainability, which need to be further studied and explored. The meeting requested that in the next step, all relevant participants should follow the deployment of the 14th five year plan, adhere to the general tone of seeking progress while maintaining stability, assume their respective responsibilities and cooperate with each other to steadily promote the pilot of digital RMB research and development. We will expand the scope of the pilot in an orderly manner. On the basis of the existing pilot areas, we will add six cities hosting the Asian Games in Tianjin, Chongqing, Guangzhou, Guangdong Province, Fuzhou, Xiamen, Fujian Province and Zhejiang Province as the pilot areas. Beijing and Zhangjiakou, Hebei Province will become the pilot areas after the 2022 Beijing Winter Olympic Games and winter Paralympic Games are completed. At present, digital RMB has formed a number of application modes covering Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , replicable and popularized in the fields of wholesale and retail, catering, culture and tourism, government payment, etc. major pilot projects such as the scenes of 2022 Beijing Winter Olympic Games and winter Paralympic Games have been successfully completed. The users, businesses and transaction scale participating in the pilot have increased steadily, and the market has responded well. According to the official account of Bank Of China Limited(601988) insurance, as of the end of 2021, there were more than 8 million 85 thousand and 100 pilot sites in the digital RMB, and 261 million personal purses were opened, with a total transaction value of 87 billion 565 million yuan.
Related stocks: Northking Information Technology Co.Ltd(002987) , Chase Science Co.Ltd(300941)
