[today's Guide]
Haothrow nearly $70 billion, Microsoft accelerated the layout of the meta universe game field, and these companies already have a large number of game IP
It is suitable for 80% of such models in the world, and the power change mode may gradually become the industry consensus. The annual new construction volume of this product may increase by more than 10 times
The price of this commodity has reached a new high in more than seven years, and these companies have a lot of resource reserves abroad
The energy bureau started the demonstration of 12 UHV supporting facilities in the 14th five year plan
State Council: actively build intercity charging network and supporting facilities of fast charging stations in expressway service areas
[subject details]
with nearly $70 billion, Microsoft has accelerated the layout of the meta universe game field. These companies already have a large number of game IP
Microsoft announced that it would buy Activision Blizzard for $95 a share, with a total value of $68.7 billion in all cash transactions. After the acquisition, Microsoft will become the third highest revenue game company in the world. Insiders pointed out that Blizzard, which has many IP, sold at a high price this time, may lead to a revaluation of the value of A-share IP holding game companies.
According to relevant reports, the acquisition will include the iconic franchises of Activision, Blizzard and King studio. This includes well-known Games: Warcraft, Diablo, watchman, call of duty and so on. It is reported that Activision Blizzard is not the first game company acquired by Microsoft. Last year, Microsoft bought zenimax media, the parent company of Bethesda (commonly known as club b), a well-known game company, for $7.5 billion. The acquisition also increased the number of game studios under Microsoft to 23. Guoyuan Securities Company Limited(000728) the analysis points out that "meta universe" is expected to improve the ceiling of the game industry and promote the upward movement of the valuation center.
Among A-share listed companies, Shenzhen Bingchuan Network Co.Ltd(300533) has independently created "expedition" and "Longwu" IPS. In recent years, the proportion of operating revenue of this IP series products has remained above 80%. Rastar Group(300043) in the field of game business, the company now has sufficient IP reserves and has more than 20 IP licenses, including biography of the heroes of the Three Kingdoms, fantasy night in the prosperous Tang Dynasty and Luding. Fuchun Technology Co.Ltd(300299) has rich experience in game IP operation and R & D, and has successfully launched high-quality games. It has successfully developed and operated a variety of game products such as Qin Shiming moon, thunderbolt Jianghu and fairyland legend: Revival outside China.
it is suitable for 80% of such models in the world. The power change mode may gradually become an industry consensus. The annual new construction volume of the product may exceed 10 times
Contemporary Amperex Technology Co.Limited(300750) time electric service, a wholly-owned subsidiary, launched the power exchange brand evogo on the 18th. A single battery can provide a endurance of about 200km and can adapt to 80% of the models developed by the pure electric platform that have been listed in the world and will be listed in the next three years.
The power exchange mode has the advantages of saving time, reducing cost and completely solving mileage anxiety. It is very suitable as the best energy supplement form of new energy vehicles. Ningde power exchange will face all vehicle enterprises, which is another major action of Ningde in the field of power exchange. At the same time, it also shows that the power exchange mode has gradually become an industry consensus. According to the analysis of Citic Securities Company Limited(600030) , as of October 2021, the cumulative number of exchange power stations in China is only 1086, of which Weilai accounts for more than half, and the penetration rate is low. Since 2020, driven by capital, main engine plants and policies, the industry's sales volume is expected to increase explosively in 2022, with more than 3000 new replacement power stations throughout the year; It is estimated that by 2025, the industry is expected to add more than 10000 units in that year. According to the current five-year plan of mainstream companies, it is estimated that the industry will have more than 30000 units by 2025, an increase of more than 30 times compared with 2021, an increase of more than 10 times in annual new construction, and the growth rate is significantly higher than the overall sales volume of new energy automobile industry from 2022 to 2025.
Among A-share listed companies, Shandong Weida Machinery Co.Ltd(002026) subsidiary Kunshan swop 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, which have been installed and operated in many places across the country. The company provides second-generation replacement power stations for Weilai automobile. At present, Chaoda equipment provides Geely with automobile interior and exterior decoration molds, automobile inspection tools and battery box business. The company has cooperation with Geely in the business of replacing battery box. Shandong Longertek Technology Co.Ltd(300594) has developed and obtained relevant patents in the heat recovery air conditioning system and battery heat management system of the heat exchange station. The heat management system products of the heat exchange station developed by the company have been installed and operated in the customer's heat exchange station.
the price of this commodity has reached a new high in more than seven years. These companies have a large resource reserve abroad
On the morning of the 19th, Brent crude oil futures stood at $89 / barrel, up more than 1.6% during the day, reaching a new high in more than seven years.
Recently, a series of oil tanker explosions and airport fires occurred in Abu Dhabi, the capital of the United Arab Emirates, killing 3 people and injuring 6 others. Hussein's armed forces later announced that they were responsible for the incident. Yemeni Hussein armed statement said that five ballistic missiles and several drones were used to attack Abu Dhabi and Dubai airports, refineries and other important targets of the UAE on the same day. Previously, PetroChina issued a performance forecast for 2021, which is expected to realize a net profit attributable to the parent company of 90-94 billion yuan in 2021, with a year-on-year increase of 374% - 395%, a new high in recent seven years. Everbright Securities Company Limited(601788) the analysis points out that looking forward to 2022, the global economy will continue to recover, OPEC + and the United States will gradually increase production, while under the background of "carbon neutralization", the overall capital expenditure of the global oil service industry will show a downward trend, the crude oil supply will gradually shrink, and the pattern of crude oil supply and demand may continue to be repaired.
Among A-share listed companies, Sino Geophysical Co.Ltd(300191) has successfully reserved 5 Petrochina Company Limited(601857) blocks and 2 overseas oil blocks, including Bohai 05 / 31 block in China, Reinecke block in the United States, ergel-12 block in Mongolia, etc. Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) in the field of exploration and development, we have completed the layout outside China of Wensu project, participation in Kazakhstan tenge project and acquisition of shore projects. Among them, the proved geological reserves of Wensu block are 30.11 million tons, the proved geological reserves of tenge project are 65.44 million tons, and the assessed geological reserves of shore projects are 24.8 million tons. The three oilfields have the advantages of low cost and rich reserves. China Oilfield Services Limited(601808) is one of the largest oilfield service providers in the world, with a complete service chain and a strong oil service equipment group.
the energy bureau started the demonstration of 12 UHV supporting construction in the 14th five year plan
Recently, the National Energy Administration issued the letter on entrusting to carry out the research and demonstration of supporting water, scenery and regulated power supply of transmission channel in the 14th five year plan. According to the requirements of the document, study the construction scheme of 12 transmission channels supporting wind power, photovoltaic base, hydropower, photothermal power generation and other power sources in the 14th five year plan, clarify the scale of supporting renewable energy, base layout, development sequence, supporting measures for regulating power supply, etc., and form a report. At the same time, in combination with the renewable energy planning of the 14th five year plan and the renewable energy resource endowment and construction conditions of the transmission end area, it is proposed to add new transmission channels, and the research results shall be submitted before January 28.
Chen Xianshun said that under the transformation of new energy, the imbalance of power resource load is prominent, and UHV construction is imperative. According to the disclosure of the State Grid, the "10 AC and 3 DC" project will be started in 2022, a record high. Superimposed on the previous projects (4 AC and 2 DC), the project is progressing steadily, and the total scale involved is expected to reach 278.1 billion yuan. UHV project has the characteristics of long industrial chain and significant social and economic benefits, which can drive nearly twice the participation of social investment and provide assistance for achieving the goal of stable growth in 2022.
Among the listed companies, Chang Lan Electric Technology Co.Ltd(002879) is mainly engaged in the R & D and production of power cable accessories and supporting products. Its self-developed cable products have successfully won the bid for Chongqing Panlong pumped storage power station infrastructure project, such as East offshore wind power, Zhangbei UHV demonstration project and other projects; Qingdao Huijintong Power Equipment Co.Ltd(603577) is one of the enterprises that can produce 1000kV Transmission Line Towers with the highest voltage level in China. It has participated in the national key project of West to East power transmission invested and constructed by China Southern Power Grid - Wudongde power transmission power station, Guangdong Guangxi UHV multi terminal flexible DC demonstration project.
State Council: actively build intercity charging network and supporting facilities of fast charging stations in expressway service areas
The State Council printed and distributed the development plan of modern comprehensive transportation system in the 14th five year plan. The plan proposes to implement the green and low-carbon transformation action of transportation. We will improve the layout of public charging and replacement networks in urban and rural areas, actively build intercity charging networks and supporting facilities for fast charging stations in expressway service areas, and realize that the coverage of fast charging stations in expressway service areas in national ecological civilization pilot areas and key areas for air pollution prevention and control is not less than 80% and 60% in other areas. Vigorously promote the integrated construction of parking lot and charging facilities to realize the interconnection of parking and charging data and information.
China Securities Co.Ltd(601066) Securities said that with the promotion of high-voltage fast charging technology, the sales volume of downstream vehicles exceeding expectations and the gradual liberalization of service fee control, the profit inflection point of charging pile industry is expected to accelerate. As the penetration rate of new energy vehicles is increasing faster than expected, the scale of charging piles will also accelerate in the future. It is estimated that by 2025, the number of new energy vehicles is expected to reach 32 million, and the vehicle pile ratio is calculated by 3 / 2.5 respectively. By 2025, the market space of charging piles will be about 10 ~ 13 million, which has 5 ~ 6 times the current scale, and the CAGR in 5 years will be 45%.
Among the listed companies, Csg Smart Science&Technology Co.Ltd(300222) has accumulated core technical advantages in AC charging pile, DC charging pile, charging module, charging pile main control system, charging pile operation management platform and other aspects in the field of new energy vehicle charging and replacement. New energy vehicle charging piles (stations) at various ports have been widely used in supporting large-scale infrastructure projects and supporting new energy bus yards and stations, The main customers include state grid, China Southern Power Grid, major main engine plants, public transportation, real estate, etc; Guangdong Senssun Weighing Apparatus Group Ltd(002870) intelligent charging pile is one of the few products with vehicle specification level standards in the industry. At present, it has obtained fixed-point projects including SAIC Volkswagen, FAW Volkswagen and North South Audi. It is the first batch of China's exclusive suppliers of intelligent charging piles for Volkswagen MEB platform models.
