Today (January 17), A-Shares rebounded in shock, led by the gem index. On the disk, in terms of industry, computer equipment, communication, cultural media, shipbuilding, consumer electronics, auto parts and other industries led the increase, while medical devices, traditional Chinese medicine, energy metals, precious metals and other industries made a slight correction. In terms of subject stocks, covid-19 drugs, digital currency, network security, biometrics, domestic software, etc. rose higher; In vitro diagnosis, aquaculture, hair medicine, prefabricated vegetable concept and so on.
auto parts stocks had an active trend Lizhong Sitong Light Alloys Group Co.Ltd(300428) rose sharply Ningbo Huaxiang Electronic Co.Ltd(002048) and other stocks rose by the daily limit
Auto parts stocks rose strongly on the 17th. As of press time, Lizhong Sitong Light Alloys Group Co.Ltd(300428) rose by more than 13%, Kuangda Technology Group Co.Ltd(002516) , Jiangsu Rongtai Industry Co.Ltd(605133) , Guangdong Hongtu Technology (Holdings) Co.Ltd(002101) , Kunshan Huguang Auto Harness Co.Ltd(605333) , Ningbo Huaxiang Electronic Co.Ltd(002048) and Wuxi Best Precision Machinery Co.Ltd(300580) , Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) , Vt Industrial Technology Co.Ltd(300707) , Guilin Fuda Co.Ltd(603166) rose ahead.
Minsheng Securities pointed out that the penetration rate of electric vehicles exceeded 10% in 2021. As an important intelligent hardware, the electronic and electrical architecture of automobiles is changing from distributed to domain centralized. In the ten-year cycle, the penetration rate of intelligent electric vehicles has increased rapidly and is opening a new round of zhugra cycle in the industry. The first half of electrification has created a number of global leading companies such as Contemporary Amperex Technology Co.Limited(300750) . The second half of intelligence is expected to create a new batch of global leading auto parts enterprises in the next 10 years. The auto parts sector is the main investment direction of the production capacity cycle in the next 10 years.
The Pacific Securities Co.Ltd(601099) Securities said that after the opening of the large cycle of surpassing the whole vehicle industry, the reconstruction of the parts industry in 2022 will bring new investment opportunities. Several endogenous dimensions support the rise of China's parts industry: the integrity of China's intelligent industrial chain has surpassed the overseas market, the acceleration of domestic substitution driven by the cost of traditional parts, and China has achieved independent innovation of incremental parts. At the same time, with the more open industrial chain, the speed of vehicle development cycle has been greatly shortened, independent high-end and other exogenous effects, The parts industry has just started a comprehensive iteration. It is recommended to pay attention to opportunities in the alternation of old and new industrial chains, such as intelligent main line, automobile comfort improvement main line, and high-quality enterprises such as Jiangsu Xinquan Automotive Trim Co.Ltd(603179) , Zhejiang Songyuan Automotive Safety Systems Co.Ltd(300893) , Keboda Technology Co.Ltd(603786) , Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) , Fuyao Glass Industry Group Co.Ltd(600660) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Ningbo Xusheng Auto Technology Co.Ltd(603305) at the parts end.
the limit keeps rising! Andon Health Co.Ltd(002432) the daily limit has reached a new high again. It has soared nearly 13 times since November
Andon Health Co.Ltd(002432) (002432) opened again on the 17th. As of press time, the stock reported 82.81 yuan, setting a new record. 145000 orders were sealed on the daily limit board, with a current market value of 39.6 billion yuan. Recently, the stock has been trading for five consecutive trading days, and has risen nearly 13 times since the low point in early November.
The company announced on the 16th that the company learned in the early morning of January 15, 2022 Beijing time that ihealth labs Inc, an American subsidiary of the company, was authorized by the U.S. Food and Drug Administration (FDA). The New Coronavirus (SARS-CoV-2) antigen detected by iHealth (POC) (PointOf Care) professional edition Kit (colloidal gold immunochromatography) was used for emergency use authorization (EUA), and the authorization letter from the US Food and Drug Administration (FDA) to iHealth America was received. After obtaining the U.S. emergency use authorization (EUA), the product can be used in the United States and countries / regions that recognize the U.S. fdaeua during the U.S. public health emergency state.
Through the experience accumulated in IVD and FDA application, ihealth USA, a subsidiary of the company, obtained the U.S. FDA EUA authorization of ihealth covid-19 antigen home self-test OTC kit on November 6, 2021, and now obtained the U.S. FDA EUA authorization of ihealth covid-19 antigen rapid test pro. According to the product instructions, professional medical personnel or personnel who can skillfully use the kit in the point of care scene shall collect the swab samples of the anterior nasal cavity for test operation, and the results can be obtained in 15 minutes, It can be used by professional medical staff and those who can skillfully use the kit in the scene of point of care in the screening of covid-19 pneumonia to help epidemic prevention and control.
digital economy will be an important main line of new infrastructure (with shares)
On January 16, the national development and Reform Commission issued a document "vigorously promoting the healthy development of China's digital economy", which proposed that we should concentrate on tackling key core technologies and accelerate the realization of high-level self-reliance and self-improvement; Appropriately advance the deployment of new infrastructure construction and consolidate the foundation for the development of digital economy; We will further promote the digital transformation of traditional industries and accelerate the deep integration of digital technology and the real economy.
According to Anxin securities, the main benefit directions are as follows: 1) construction direction: "vertical and horizontal". "Vertically", digital construction is expected to sink to district and county-level villages. Combined with "rural revitalization, the demand for relevant information construction is expected to continue to release." Horizontally, the informatization of key industries such as manufacturing, service and agriculture may be the focus of future construction. 2) core technology: not only strengthen the research in key fields, but also form an independent and controllable ecology. 3) cultivate large-scale software leaders: the leaders in subdivided fields are expected to benefit, and the "industry leaders" are expected to get more support when they go to sea. 4) Security: pay attention to data security and governance. Network security is the theme of long-term development.
The policy has made important guidelines for digital development. Digital construction sinking, key industry construction, core technology R & D and network security have become the focus of construction. Domestic software manufacturers are expected to become the "pioneer" of Digital China. 1) "One network office" is the first to promote new software, which represents the sinking of government informatization from city to district and county, and brings large incremental market. It is recommended to pay attention to Fujian Boss Software Corp(300525) ; 2) In the field of enterprise digitization, the first Yonyou Network Technology Co.Ltd(600588) with the attributes of localization, cloud transformation and industrial Internet; 3) The new digital infrastructure for people's livelihood has great potential. It focuses on Beijing Supermap Software Co.Ltd(300036) , Beijing Egova Co.Ltd(300075) , Cetc Digital Technology Co.Ltd(600850) in the field of grid management, digital pipe network, and Hangzhou Hikvision Digital Technology Co.Ltd(002415) and Zhejiang Dahua Technology Co.Ltd(002236) in the field of security; At the same time, it is recommended to pay attention to the fields of smart charging pile and smart parking lot Longshine Technology Group Co.Ltd(300682) , Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) .
in 2030, the market scale of virtual digital human will reach 270 billion yuan, and the development of the industry has accelerated
It is reported that the Market Research Institute qubit's in-depth industry report on virtual digital people points out that it is predicted that the overall market scale of China's virtual digital people will reach 270 billion yuan by 2030. The report divides virtual digital people into "identity type" and "service type". The market scale of the former is expected to be 175 billion yuan, which is dominant; The total scale of service-oriented virtual digital people exceeds 95 billion yuan.
Guorong Securities believes that the virtual digital human is the embodiment of human beings in the meta universe and an important part of the meta universe, but it does not rely on the meta universe. At present, virtual digital human is the primary form of artificial intelligence. It has the advantages of stronger controllability, default risk, moral hazard and low long-term cost. It has taken the lead in virtual idol, virtual hosting, e-commerce live broadcasting, education and cultural tourism. From the night exploding of Liu's night wave to Jonah Jen-hsun Huang CEO 14 seconds tiktok, to the virtual student of Hua Zhi ice, especially in the case of epidemic, the commercialization of virtual digital human has accelerated. At present, the four key technologies of modeling, AI, mobile capture and rendering have the feasibility of landing, and have taken the lead in landing in virtual idol, virtual hosting, e-commerce live broadcasting, education and cultural tourism. The development of the industry has accelerated, and it is recommended to pay attention to it for a long time.
Haitong International said that the virtual digital human will develop towards pluralism and practicality, and there will be more application scenarios in the future. Metauniverse is the next application form of the Internet. The long-term industrial trend is clear. At present, the most noteworthy directions of metauniverse in the media internet field are virtual digital people, NFT digital assets and chain games. In the future, with the industrial trend, it is expected to continue to rise, and continue to be optimistic about the new opportunities and value revaluation opportunities brought by the undervalued value of relevant companies + metauniverse, Focus on digital people and related industrial companies: Beijing Fengshangshiji Culture Media Co.Ltd(300860) , H&R Century Union Corporation(000892) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Mango Excellent Media Co.Ltd(300413) ; NFT: Visual China Group Co.Ltd(000681) 、 Sumavision Technologies Co.Ltd(300079) ； Games: Perfect World Co.Ltd(002624) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Zhejiang Daily Digital Culture Group Co.Ltd(600633) , Wuxi Boton Technology Co.Ltd(300031) etc.
State Grid's investment in power grid will reach a new high this year. The organization said it is expected to increase the demand for UHV equipment (with shares)
According to the interface news report, it was learned from a person close to the state grid that on January 13, the State Grid held an annual working meeting and planned to invest 501.2 billion yuan in the power grid in 2022. This is the first time that the company's annual power grid investment plan exceeded 500 billion yuan, a record high, with a year-on-year increase of 8.84%. Power grid investment has always been an important way of steady growth. Under the background of the vigorous development of new energy, UHV power grid continues to usher in incremental demand.
Dongguan Securities pointed out that the contradiction between power supply and demand increased the demand for UHV power grid, and the policy promoted power grid enterprises to accelerate the construction of UHV power grid. The contradiction between power supply and demand increases the demand for UHV power grid. On the one hand, the demand for long-distance transmission of new energy power in the West continues to increase, and the demand for UHV DC construction continues to increase. On the other hand, the power supply shortage in some eastern regions is serious. Accelerating the construction of UHV AC network is conducive to alleviating the power supply shortage and promoting the consumption of new energy.
Recently, the National Energy Administration issued the implementation opinions on deepening the reform of "decentralized management and service" in the energy field and optimizing the business environment, which proposed that power grid enterprises should do a good job in accessing power grid and power grid interconnection services for projects such as new energy, distributed energy, new energy storage, microgrid and incremental distribution network. The implementation opinions supported power grid enterprises to speed up power grid construction, Promote power grid enterprises to accelerate the construction of ultra-high voltage power grid to help new energy consumption. Dongguan Securities believes that the planning and construction of the State Grid in the "14th five year plan" is expected to increase the demand for UHV equipment. During the 13th Five Year Plan period, the State Grid has put into operation the "13 AC and 12 DC" UHV project. During the 14th Five Year Plan period, the investment and construction of the State Grid UHV power grid has further increased, and the construction of AC UHV has significantly accelerated, and the demand for UHV equipment is expected to increase.
a new round of consumption promotion policies has been implemented. Ice and snow consumption and green consumption have become hot spots
With the arrival of the peak consumption season at the end of the year and the beginning of the year, recently, the central and local governments have intensively deployed to seize the peak Festival season, vigorously promote consumption, and clarify the key areas and directions to promote the recovery of the consumer market this year.
On the 16th, the national development and Reform Commission issued the notice on doing a good job in promoting consumption in the near future (hereinafter referred to as the notice), proposing 10 work measures, including creating an upgraded version of online festival consumption, taking advantage of the trend to expand residents' ice and snow consumption, further stimulate new activities of smart retail, actively develop green consumption, and promote the healthy development of housing consumption.
According to industry analysis, with the new round of consumption promotion policies, residents' consumption ability and willingness will be further improved. Consumption growth will continue to repair in 2022, and the overall growth rate will be better than that in 2021.
