[today’s Guide]
Digital economy + meta universe, Chinese and foreign giants have accelerated the layout of this field, and the relevant platform built by this company has just been launched
“Ningwang” has officially entered the field of power exchange, which is an ideal energy supplement scheme for new energy vehicles. The company has reached cooperation with leading car enterprises and new forces in car manufacturing
The key growth point in the transformation of the automotive industry, with a penetration rate of 50% in 2025, this company provides Huawei with relevant data and technical support
The global epidemic is raging again. The number of confirmed cases in this country has increased 50 times in two weeks. Products in this field may meet the demand boom cycle again. The company’s export orders have been scheduled to April this year
The first 500 billion state grid will be broken, and the power grid investment will reach a new high this year
[subject details]
digital economy + meta universe. Chinese and foreign giants have accelerated the layout of this field. The relevant platform built by this company has just been launched
According to media reports, Wal Mart applied for several new trademarks at the end of last month, indicating its intention to manufacture and sell virtual goods, including electronic products, home decoration, toys, sporting goods and personal care products. In another document, Wal Mart said it would provide users with virtual currency and NFT.
NFT based on blockchain technology can lay the only sure “ID card” for commodities, which helps to reduce the transaction cost of commodities. Therefore, NFT is first applied to the field of collectibles and works of art. At present, they together account for 85% of the NFT trading market. In June 2021, Alibaba launched the NFT trading platform ant chain fans on the self-developed alliance chain “ant chain”. In August, Tencent launched the NFT trading platform magic core app on the “Zhixin chain” of the self research alliance chain. Guotai Junan Securities Co.Ltd(601211) the analysis points out that at this stage, NFT is still in the early stage of development and is more applied to personal asset protection, but the blockchain technology represented by NFT will become the basis for building a meta universe and will play value in more fields in the long term. The future meta universe is bound to be composed of a variety of elements. NFT can cross products or cross the gap between virtual and reality in the meta universe, and it is expected to play a core role in the next generation Internet era.
Among the A-share listed companies, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) Yuanlong universe launched the NFT digital collection of “divine beast and Wuchang” on January 4. The digital collection was launched jointly with digital painting artist Liu Ming, provided with technical support by the tree map blockchain and launched on the tree map taopai platform. Tangel Culture Co.Ltd(300148) Tianhe cultural chain, a joint-stock company, began the business operation related to digital art NFT / NFR in May 2021. Visual art digital collection platform created by Visual China Group Co.Ltd(000681) – official website of meta vision (NFT. 500px. Com. CN.) And applet (meta vision Collection) were launched on December 26, 2021.
“ningwang” officially entered the field of power exchange, which is an ideal energy supplement scheme for new energy vehicles. The company has reached cooperation with leading vehicle enterprises and new forces in vehicle manufacturing
The official account of WeChat Contemporary Amperex Technology Co.Limited(300750) announced that it will hold a EVOGO Conference on brand change in January 18th, with the slogan of “energy for change”. Relevant persons of the company confirmed to the media that the power replacement products will be available to all vehicle enterprises. According to the analysis of industry experts, Contemporary Amperex Technology Co.Limited(300750) This means that it has officially entered the power exchange market of vehicle power separation, hoping to cut a new market cake during the accelerated development of new energy vehicles.
Up to now, Weilai, BAIC, SAIC, Geely, Chang’an, FAW, GAC, Dongfeng and other automobile enterprises have launched electric passenger models and have successively delivered them to customers. Among them, Weilai is mainly for consumers, and the replacement electric vehicles of other car enterprises are mainly provided to taxi operation companies at this stage. According to the analysis of capital securities, there is a serious shortage of private parking spaces in China, resulting in limited coverage of household charging piles and high power exchange efficiency of power exchange stations (less than 5 minutes for single vehicle, up to 300 times a day). It is an ideal energy supplement solution for new energy vehicles. It is expected to switch from tob to TOC and gradually improve the penetration rate within 3-5 years.
Among A-share listed companies, Csg Smart Science&Technology Co.Ltd(300222) production and sales of the fifth generation unattended power exchange station can realize 1-minute unattended power exchange. Shandong Weida Machinery Co.Ltd(002026) Kunshan swop, a subsidiary, is developing and mass producing replacement power stations for a number of vehicle enterprises and operators. The monthly capacity of the replacement power stations can reach about 80 sets. It has been installed and operated in many places throughout the country to provide second-generation replacement power stations for Weilai automobile. Gcl Energy Technology Co.Ltd(002015) we have reached cooperation with leading car companies such as Geely Group, new car making forces such as the light orange era, and many important enterprises in the ecosystem such as ground rail and Kuai Cheng Logistics. We have successively implemented the passenger car replacement power station and heavy truck replacement power station projects in the first batch of more than 10 cities such as Suzhou.
a key growth point in the transformation of the automotive industry, the penetration rate may reach 50% in 2025. This company provides relevant data and technical support for Huawei
The first equipment industry department of the Ministry of industry and information technology recently organized a working meeting of the intelligent networked vehicle promotion group (icv-2035). The meeting pointed out that in 2022, the intelligent connected vehicle promotion group (icv-2035) will grasp the new situation of industrial development, focus on key problems, strengthen technology research and development, coordinate relevant work of technological innovation and industrialization, and promote the development of intelligent connected vehicle industry to achieve new results.
Since the top-level design document of intelligent vehicle innovation and development strategy was issued in 2020, the Ministry of industry and information technology has recently intensively released a series of normative documents related to train networking to provide guidance on key issues such as automatic driving classification and data security. According to the plan, by 2025, the penetration rate of PA and Ca intelligent network connected vehicles will reach 50%, exceed 70% by 2030, and the assembly rate of new vehicles of c-v2x terminal will reach 50% by 2025 and will be basically popularized by 2030. Soochow Securities Co.Ltd(601555) believes that with the deepening penetration of intelligent communication technologies such as cloud computing, big data, Internet of things and 5g in various industries, automotive intelligence has become a key growth point for the transformation and upgrading of the automotive industry in a new round of industrial transformation. Automobile intelligent networking is mainly reflected in intelligent cockpit and intelligent driving. In April 2021, Huawei released five intelligent vehicle solutions covering intelligent cockpit, intelligent driving computing platform and millimeter wave radar, and announced that it had successively launched sub brand intelligent vehicles marked with “Huawei inside” in cooperation with BAIC, GAC and Chang’an. Soochow Securities Co.Ltd(601555) it is expected that with the continuous high demand for intelligent vehicles in the downstream, technology giants will actively layout intelligent driving software and hardware, which will drive the overall development of the industrial chain.
Among A-share listed companies, Guochuang Software Co.Ltd(300520) plans to invest 5 billion yuan to build an integrated base for R & D and production of intelligent networking and intelligent energy system. Huizhou Desay Sv Automotive Co.Ltd(002920) intelligent cockpit domain controller, large screen cockpit products, digital instruments and other cockpit products have obtained new project orders from mainstream automobile enterprises such as FAW Toyota, Great Wall Motor Company Limited(601633) , Geely Automobile, GAC passenger car, Chery Automobile, Byd Company Limited(002594) . Navinfo Co.Ltd(002405) has been providing data and technical support for Huawei’s automatic driving.
the global epidemic is raging again. The number of confirmed cases in this country has increased 50 times in two weeks. Products in this field may meet the demand boom cycle again. The company’s export orders have been scheduled to in April this year
On January 15, Japan added more than 25000 confirmed cases in a single day, a 50 fold increase in two weeks. The number of new infections per day in 10 first-class administrative regions such as Osaka, Kyoto and Okinawa reached the highest level. In addition, Japan and China have also witnessed the first death of Omicron infected people.
The global epidemic is raging again, and the demand related to the epidemic is rising in an all-round way. Testing, gloves, masks and other related fields may usher in the demand boom cycle again. Recently, US President Biden said that a new round of epidemic caused by the Omicron strain is seriously affecting the United States. Biden announced that the government would soon announce a plan detailing how to provide high-quality masks (such as N95 or kn95 masks) to Americans free of charge. The CDC of the United States said in the updated guidelines that wearing N95 and kn95 masks with better protection effect than cloth masks may be the correct choice to prevent infection in some cases. Italy previously announced that it would implement a “mandatory outdoor mask order” nationwide to curb the current surge of cases caused by the Omicron strain. Debang Securities believes that in the short term, the epidemic situation in Europe and the United States will break out again, the demand for materials related to the epidemic situation will increase greatly, the orders for detection kits will increase significantly, and the demand for epidemic prevention materials such as gloves and masks will also increase greatly.
Among the A-share listed companies, Wanbangde Pharmaceutical Holding Group Co.Ltd(002082) subsidiary’s medical surgical mask passed the audit of fda510 (k) in the United States. Hybio Pharmaceutical Co.Ltd(300199) protective and medical mask products have obtained the production and sales license in China and the EU CE certification. Jiangxi Sanxin Medtec Co.Ltd(300453) said that since the second half of 2021, the company’s export orders of vaccine syringes have increased significantly. Up to now, the export orders of vaccine syringes in hand have been arranged to April this year.
breaking the 500 billion state grid for the first time, and the power grid investment will reach a new high this year
It is reported that a person close to the State Grid learned that on January 13, the State Grid held an annual work 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%. In 2021, the State Grid completed a total investment of 402.48 billion yuan in power grid infrastructure.
In order to support the development of new energy, the power grid investment may remain high and tilt to the distribution network during the 14th Five Year Plan period. The research report shows that the proportion of distribution network investment is expected to increase to more than 60% during the 14th Five Year Plan period. Changjiang Securities Company Limited(000783) Yu gengzong said that distribution network investment will be the key link of smart grid construction, and incremental distribution network, distribution network automation and power digitization will be the focus of development.
Among the listed companies, Sinostar Cable Co.Ltd(300933) company’s bare conductor products are mainly used for long-distance, large-span, ultra-high voltage power transmission grid construction and ultra-high voltage project construction. At present, the company’s products have been successfully applied to ultra-high voltage power transmission and transformation projects such as Huaibei Wubei 750 kV power transmission and transformation project of State Grid; Guangzhou Baiyun Electric Equipment Co.Ltd(603861) the complete set of medium and low voltage switchgear used in the field of power distribution is the leading product of the company.
