[today's Guide]
Automatic driving is another new air outlet. This kind of auto parts may welcome the first year of mass production
The shortage has started in 2021, and this link has become the top priority of the hydrogen energy industry chain
Auto giants are about to resume production. After the inflection point of the epidemic in this field, they may welcome restorative growth
The new benefits of childcare! Families of 0-3-year-old infants in Shenzhen can receive 1000 yuan subsidy voucher
China prefabricated vegetable industry alliance was officially established
[subject details]
automatic driving is another new air outlet. This kind of auto parts may meet the first year of mass production
The National Research Institute of economics and Baidu jointly released the Research Report on the ecological development strategy of China's intelligent transportation industry. The report points out that in the global "intelligent revolution", intelligent transportation is an important commanding height that is close at hand and must be grasped. The report suggests that in the construction of China's intelligent transportation industry ecology, we should give play to the leading role of autonomous driving technology platform enterprises. At present, self driving taxis have begun to be commercialized in some parts of China, and the mass-produced models of the new forces of car making have generally launched the function of automatic driving assistance. Recently, the market has paid more attention to the new track of laser radar sensor.
Recently, some new car building brands began to deliver models equipped with lidar for the first time. According to incomplete statistics, more than 20 of the new models launched from 2021 to 2023 announced that they would be equipped with lidar. Industry insiders believe that with the increase of the penetration rate of lidar in the automotive industry and other fields, there is still room for a large decline in costs in the future. After the cost is reduced, it will further drive the development of downstream applications and form a virtuous circle as a whole. Debang securities analysis pointed out that according to the mass production time of models mainly equipped with lidar, the continuous landing of automatic driving at L3 level and above will rapidly expand the automotive electronic market. Lidar is expected to usher in the first year of mass production of the vehicle front loading market in 2022, with a wide market space in the future. From the demand of lidar in the passenger car market, it is estimated that the global demand will increase from 190000 in 2021 to 27.04 million in 2025; China's demand is expected to increase from 100000 in 2021 to 13.99 million in 2025.
Among A-share listed companies, Ningbo Yong Xin Optics Co.Ltd(603297) in the field of lidar, developed a variety of optical components applied to mechanical / semi-solid / all solid solutions, and supplied to innoviz, Hesai, Magna and other industry-leading manufacturers Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) participated in the establishment of Shenzhen DINGHE Chuangzhi investment partnership (limited partnership), and Shenzhen DINGHE has completed the capital increase of Shanghai Hesai Technology Co., Ltd Foryou Corporation(002906) said that at present, there are relevant foreign investment of lidar and several fixed-point projects of precision parts of lidar.
shortage has started since 2021, and this link has become the top priority of the hydrogen energy industry chain
As an important substitute for fossil fuels such as gasoline and diesel, clean, efficient and zero emission hydrogen energy has been developing rapidly in recent years. Data show that the number of hydrogen related enterprises in China has exceeded 2000, and the number of new enterprises registered is still growing rapidly. In some areas of Guangdong, due to the shortage of hydrogen source supply, some hydrogen energy logistics vehicles cannot operate normally and are forced to park in the parking lot. At the same time, the operation of some hydrogen energy buses is also under pressure. This is mainly because the storage and transportation link is "stuck", and the cost of hydrogen energy remains high.
Taking a region in Guangdong as an example, the downstream demonstration application of hydrogen energy has begun to take shape. The total number of hydrogen fuel cell vehicles in 2021 is about 1500, but less than 1 / 3 of them really run The daily hydrogen demand is 16-18 tons, but the daily hydrogen supply is only 5 tons. Industry insiders said that the shortage of hydrogen supply began in 2021. Driven by the encouragement and subsidy policies of some places, hydrogen energy logistics and public transport vehicles have increased rapidly, with the ownership of more than 7700 vehicles, but many have not matched the appropriate hydrogen source. It is reported that the lack of hydrogen is mainly caused by the dislocation of supply and demand. On the one hand, hydrogen is not produced in hydrogen consuming areas; On the other hand, in hydrogen producing areas, hydrogen energy is generally prepared in surrounding areas and consumed nearby. China's hydrogen energy resources are inversely distributed. In terms of resources, "rich in the West and poor in the East, more in the north and less in the South", but on the contrary in terms of demand, which determines the importance of storage and transportation in the whole hydrogen energy industry chain. According to the prediction of hydrogen energy alliance, by 2060, China's annual demand for hydrogen will increase to 130 million tons, accounting for about 20% of terminal energy consumption. The huge demand for hydrogen energy will bring about 800 billion market scale of storage and transportation equipment.
Among the A-share listed companies, Beijing Jingcheng Machinery Electric Company Limited(600860) produced 70MPa high-pressure aluminum liner carbon fiber fully wound composite gas cylinders (hydrogen storage cylinders) have been applied to the field of hydrogen fuel cell vehicles and fuel cell standby power supply in batches Lanzhou Ls Heavy Equipment Co.Ltd(603169) hydrogen storage mainly provides low-pressure hydrogen storage spherical tanks, and completes the design, manufacture and installation of hydrogen storage spherical tanks for Yulin Huaqin Hydrogen Energy Industrial Park Phase I project. In the field of hydrogenation station, the microchannel heat exchanger (PCHE) of hydrogenation station developed by the company has been delivered to customers for trial Fujian Snowman Co.Ltd(002639) in terms of hydrogen storage and transportation, there are technical reserves for different technical routes, including high-pressure gas hydrogen storage and transportation, liquid hydrogen storage and transportation and organic compound storage and transportation.
auto giants are about to resume production. After the inflection point of the epidemic in this field, it may meet the restorative growth
Saic Motor Corporation Limited(600104) introduced that starting from April 18, Saic Motor Corporation Limited(600104) subordinate SAIC passenger cars, SAIC Volkswagen, SAIC GM, Huayu Automotive Systems Company Limited(600741) , Anji logistics and other vehicle, parts and logistics enterprises, focusing on personnel support, supply chain support, logistics support, closed production management and epidemic prevention measures, started the pressure test of resumption of work and production.
Recently, all five main engine plants of FAW Group in Changchun have resumed work, with a total of 7438 people returning to work. At present, FAW Hongqi Weishan factory, FAW Volkswagen and FAW Fengyue have realized the offline of the whole vehicle, FAW Pentium and Faw Jiefang Group Co.Ltd(000800) completed the commissioning of the production line and started production on the 17th. Among the 276 parts suppliers of FAW, 25117 have returned to work. Most of the main engine factories do not have much spare parts inventory, and there is a "short board effect". As long as one spare part is missing, the automobile cannot be produced Huaxi Securities Co.Ltd(002926) analysis points out that the centralized location of vehicle factories and core parts suppliers in Shanghai means that after the epidemic is effectively controlled, the production capacity of all links of the industrial chain is expected to return to normal quickly. After the resumption of work and production, it is expected to make up the early supply gap by working overtime. The impact of the epidemic has brought short-term disturbance. The core of the medium and long-term is to pay attention to the demand. At present, the demand is still good, the performance of new forces is bright, the traditional autonomy is better than joint venture, and wait for the restorative growth after the inflection point of the epidemic.
Among A-share listed companies, Anhui Zhongding Sealing Parts Co.Ltd(000887) German AMK, as a high-end supplier of air suspension system, supports the world's top host manufacturers such as Jaguar Land Rover, Volvo, Audi, Mercedes Benz and BMW Ningbo Tianlong Electronics Co.Ltd(603266) there are products indirectly supporting Tesla, ideal, Byd Company Limited(002594) , Weilai, Xiaopeng, Volkswagen MEB platform, Geely and other new energy vehicles Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) is the first large-scale professional first-class auto parts supplier in China to independently develop and produce automotive hydraulic ABS.
daycare is new and good! Families of infants aged 0-3 in Shenzhen can receive 1000 yuan subsidy voucher
Recently, the Shenzhen childcare Service Association announced that it would jointly launch the activity of "one hundred parks and ten million childcare subsidy vouchers" with 100 childcare institutions. Every child of 0-3-year-old infant families in Shenzhen can apply for a 1000 yuan childcare subsidy voucher. In recent years, optimizing fertility policy has been a hot topic of widespread concern. On April 13, the meeting of the State Council pointed out the need to promote the consumption of medical and health services, nurseries and other services; On March 28, the State Council issued the notice on the establishment of special additional deduction of individual income tax for the care of infants and young children under the age of 3.
China Industrial Securities Co.Ltd(601377) Liu Jiaren said that the driving forces for the development of the nursery service industry are mainly "quantity" and "price". "Quantity" refers to the liberalization of the second and third child policies and the large number of newborns; Second, it refers to national policy support. "Price" refers to the acceleration of urbanization and the improvement of residents' living standards. Zhang Jinying, member of the National Committee of the Chinese people's Political Consultative Conference and vice chairman of the Tianjin Municipal Committee of the Chinese people's Political Consultative Conference, said that under the background of China's current policy of encouraging three children, the demand for childcare services is huge, while the total supply of services is insufficient and the gap of socialized childcare services is large. AI media consulting data show that the scale of the nursery market will exceed 200 billion in 2022.
Among the listed companies, Shanghai Aiyingshi Co.Ltd(603214) products cover infant dairy products, paper products, feeding supplies, toys, toiletries and other categories. The company has opened a mother and baby store of " Shanghai Aiyingshi Co.Ltd(603214) " in Shenzhen Longgang coco Park, and the company has also opened its first nursery center in Shanghai Kidswant Children Products Co.Ltd(301078) through the growth plus platform, we introduce childcare related services to provide one-stop comprehensive growth service products for children aged 0-14.
China prefabricated vegetable industry alliance officially established
On April 16, under the joint guidance of the agricultural trade promotion center of the Ministry of agriculture and rural areas, the Shenzhen Agricultural Products Group Co.Ltd(000061) quality and safety center of the Ministry of agriculture and rural areas and the China Green Food Development Center, the first national public welfare prefabricated vegetable industry self-discipline organization - China prefabricated Vegetable Industry Alliance, which is supported by more than 10 provincial agricultural and rural competent departments and municipal governments and served as the expert committee of the research institute by several national scientific research and economic research institutions, was officially established. Song juguo, deputy director of the agricultural trade promotion center of the Ministry of agriculture and rural areas, said that the establishment of China's Prefabricated vegetable industry alliance is a positive response to the urgent demands of the current development of the prefabricated vegetable industry. It provides an organizational guarantee for better promoting the high-quality development of the prefabricated vegetable industry, realizing the prefabricated vegetable and helping to promote the integrated development of rural primary, secondary and tertiary industries.
According to the statistics of AI media consulting, the scale of China's Prefabricated vegetable market has reached 244.5 billion yuan in 2019 and 345.9 billion yuan in 2021. It is further predicted that the scale of China's Prefabricated vegetable market will maintain a growth rate of more than 20% by 2025 and exceed trillion yuan in 2026. AVIC Securities pointed out that at present, the penetration rate of prefabricated vegetables in China is only 10% - 15%, which is expected to increase to 15% - 20% in 2030. In Japan, the penetration rate of prefabricated dishes has reached more than 60%, and there is still much room for improvement in the penetration rate of prefabricated dishes in China.
Among the listed companies, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) said that the proportion of the company's operating income of prefabricated vegetables in the overall operating income is growing steadily. The company has established long-term cooperative relations with world-famous western fast food chain enterprises, Yonghui Superstores Co.Ltd(601933) , Dazhang supermarket, HEMA fresh food, Sam's club, etc Huatian Hotel Group Co.Ltd(000428) strategically incubated Huatian's Prefabricated dishes and food business, laying a solid foundation for the strategic transformation of Huatian's catering industry. During the Spring Festival, Huatian provided prefabricated dishes for new year's Eve dinner.
