\u3000\u30001、VR/AR
Driving events: according to media reports, 2022ces exhibition was held in Las Vegas from January 5 to 8. In CES exhibition, known as the wind vane in the field of consumer electronics, automobile enterprises and manufacturers in the field of automatic driving have attracted more and more attention, and lidar has become the king of attraction: New products have been released one after another, such as Suteng juchuang, Hesai technology, tudaton, lumina, Valeo, etc, Fixed orders have been obtained from car companies, and new models equipped with a new generation of lidar by many car companies will be mass produced and sold in 2022. Lidar, as the first sensor of the three core links of intelligent driving “perception, decision-making and execution”, is known as the “eye of machinery and equipment”, which is one of the key technologies of high-level automatic driving. At ces2022 exhibition, many lidar manufacturers at home and abroad appeared one after another, highlighting the industry and market’s optimism about the application prospect of lidar in vehicle field.
Related stocks: Vanjee Technology Co.Ltd(300552) , Juguang Technology
2. Yuanyu universe
Driving event: Tencent has taken a key step in metauniverse and plans to acquire game phone manufacturer black shark. After the acquisition, black shark will be integrated into the platform and content business group (PCG) of Tencent group led by Ren Yuxin. Once the transaction is completed, the hardware manufacturer focusing on game phones will also usher in business transformation after the acquisition. It is understood that the future business focus of black shark technology will shift from game phones to VR devices as a whole – Tencent will provide content and black shark will provide VR hardware entrance.
The layout direction of the technology giant in the meta universe is first to provide the hardware entrance and operating system of the meta universe experience, followed by the back-end infrastructure and underlying architecture (engine / development tool / digital Twin / blockchain) supporting the smooth operation of the meta universe, and then the core production factor (artificial intelligence) in the meta universe, which is finally presented as a hundred flowers bloom content and scene. At present, VR / AR equipment is moving towards lightweight hardware. As the entrance of the meta universe, it is the most certain profit point, and equipment manufacturers are running into the market one after another.
Related stocks: Skyworth Digital Co.Ltd(000810) , Hongli Zhihui Group Co.Ltd(300219)
3. Covid-19 test
Driving event: at present, the United States is facing a shortage of covid-19 test kits. The kits in American pharmacies are basically sold out. Most covid-19 test points in the United States are overcrowded and even need to queue for hours to complete the test. According to the data of the Centers for Disease Control and prevention, at present, Omicron accounts for more than 95.4% of the new cases in the United States, replacing Delta as the main variant virus in the United States. At the beginning of December last year, the confirmed cases infected with Omicron accounted for only 1%. There has even been speculation about covid-19 kits in the United States. In the American market, the price of covid-19 kits with two doses of quick screening is usually $14-24 / box. Now, due to the shortage of goods, the price has doubled several times to $75 / box in some markets, and even $80 / box, with an increase of 188% – 471%.
Related stocks: Guangdong Hybribio Biotech Co.Ltd(300639) , Shanghai Labway Clinical Laboratory Co.Ltd(301060)
4. Digital RMB
Driving events: the Beijing Business Management Department of the central bank recently pointed out at the “2022 work conference” that the pilot of digital RMB Winter Olympics scenarios was steadily promoted, the full coverage of seven scenarios was realized, and three large-scale digital RMB pilot activities were carried out, with 403000 landing scenarios and a transaction amount of 9.6 billion yuan.
The Winter Olympics ignited the popularity of digital RMB. A highlight of the Winter Olympics scene is the emergence of soft and hard digital RMB wallets. Among them, hard wallets are highly praised by the market for their convenient payment, strong security and various forms. Such wearable digital wallet devices effectively solve the problem of “digital divide” caused by traditional third-party payment methods, so that more elderly, children and special groups can enjoy the consumption convenience brought by mobile payment.
Related stocks: Digital China Information Service Company Ltd(000555) , Chutian Dragon Co.Ltd(003040)
5. UHV
Driving events: the approval of UHV projects is accelerated this year, and all planned projects are expected to be approved. The scale of UHV construction in the next four years is unprecedented. During the 14th Five Year Plan period, the State Grid planned to build the “24 AC and 14 DC” UHV project, involving more than 30000 kilometers of lines, 340 million KVA transformation capacity and a total investment of 380 billion yuan.
Since the exploration of UHV demonstration project in China in 2006, it has experienced three rounds of great development. In the first round, from 2011 to 2013, it is planned to build “three horizontal and three vertical” UHV backbone grid and 13 DC transmission projects, forming a large-scale pattern of “west to East power transmission” and “north to South Power Transmission”; In the second round, from 2014 to 2016, the national energy administration proposed to accelerate the construction of 12 key transmission channels and 9 UHV lines in the action plan for air pollution prevention and control; The third round is from 2018 to 2020. As the underpinning economy of “new infrastructure” investment, UHV ushered in rapid development.
Related A shares: Sinostar Cable Co.Ltd(300933) , Changshu Fengfan Power Equipment Co.Ltd(601700)
