[today's Guide]
Inventory less than 5 days! Chips in these fields have become the "hardest hit areas" of shortage, and the company's products have been certified by a number of new energy vehicles and photovoltaic energy storage customers
More breakthroughs! Since November, policies and events in this field have been intensively released, and only this field is expected to drive 100 billion investment
Vigorously develop light energy and silicon energy. The installed capacity in 2021 has approached an all-time high. The company's products cover the top ten customers of silicon wafer production capacity in the world
Official Commercial! Or become the first application field to break out. This company is a stable supplier of Huawei's system
Shanghai strives to exceed 25 billion yuan in the scale of network security industry in 2023
[subject details]
inventory is less than 5 days! Chips in these fields have become the "hardest hit areas" of shortage. The company's products have been certified by a number of new energy vehicles and photovoltaic energy storage customers
The US Department of Commerce released the results of the semiconductor supply chain information inquiry risk report (RFI) issued in September 2021. The report shows that the semiconductor supply chain is still fragile. Demand continues to far exceed supply. The median inventory held by chip buyers such as automobile manufacturers and medical equipment manufacturers has decreased from 40 days in 2019 to less than 5 days in 2021. The inventory in key industries is even less. The global semiconductor shortage will continue until at least the second half of this year.
The automotive industry in the past century is experiencing an era of great changes, and the trend is to make cars electric and intelligent. Modorintelligence data predicts that the compound growth rate of automotive applications will reach 10.3% in the semiconductor downstream applications in the next five years, ranking first in all industries. In terms of electrification, power devices, especially IGBT, benefit most from vehicle electrification. According to omdia data, the market scale of vehicle power devices will be US $4.5 billion in 2020 and is expected to reach US $9.2 billion by 2025; In terms of intellectualization, at present, automobile intellectualization is in the stage of 0-1. On the basis of electrification, automobile intellectualization ushers in a window of rapid development. The demand for automobile sensing devices, computing power and data volume such as automatic driving and intelligent cockpit is increasing day by day. There is a broad growth space for automobile control chips, storage chips, analog chips and sensors. Sealand Securities Co.Ltd(000750) the analysis points out that at the current time node, automotive semiconductor is at the intersection of automobile and semiconductor, which is expected to stand on the historical process and usher in historic development opportunities.
Among A-share listed companies, Wuxi Nce Power Co.Ltd(605111) MOSFET and IGBT have been certified by many well-known customers in the fields of new energy vehicles and photovoltaic energy storage. Ingenic Semiconductor Co.Ltd(300223) has a number of series of automotive electronic chip products, including vehicle specification SRAM, DRAM, flash, analog and connectivity products. The on-board connection chip is expected to start mass production and sales in 2022. Rockchip Electronics Co.Ltd(603893) launch the first chip rk3358m that has passed the aec-q100 vehicle reliability standard test. For the field of smart vehicle electronics, processor chips such as smart cockpit, entertainment central control and visual processing for the automotive front loading market will be launched in succession.
more breakthroughs! Since November, policies and events in this field have been intensively released. Only this field is expected to drive 100 billion investment scale
With the launch of digital RMB (pilot version) app in major app stores in early 2022, the application scenarios of digital RMB are also expanding and enriching. Recently, meituan announced the opening of the digital RMB payment channel for film performance scenes, which is the first time that digital RMB has been connected to film performance scenes. Jingdong has also launched the online consumption function of digital RMB "hardware wallet", becoming the first online consumption scenario supporting digital RMB "hardware wallet" in China.
From November 2021 to now, policies and events related to the digital RMB field have ushered in an intensive release period. The digital RMB (pilot version) app has been put on the shelves in major app stores, wechat supports digital RMB payment, and the digital RMB application under the Winter Olympics scenario has achieved full coverage of seven scenarios. Three large-scale digital RMB pilot activities have been carried out, with 403000 landing scenarios and a transaction amount of 9.6 billion yuan. At present, the application of digital RMB covers the fields of living payment, catering services, transportation, shopping consumption, government services, etc. the pilot cities cover the Yangtze River Delta, Pearl River Delta, Beijing Tianjin Hebei, central, western, northeast, northwest and other different regions. Anxin Securities believes that only from the perspective of commercial bank infrastructure and system transformation, the whole digital RMB transformation is expected to drive a total investment scale of 116.5 billion.
Among A-share listed companies, Hyunion Holding Co.Ltd(002537) digital currency mainly involves the application of online and offline retail consumption scenarios. At present, digital RMB mainly realizes the collection function on the merchant side. Digital China Information Service Company Ltd(000555) undertook the digital RMB related system construction projects of large state-owned banks, joint-stock banks and urban commercial banks, and successively accepted and delivered them. Lakala Payment Co.Ltd(300773) is one of the first two payment companies to sign strategic cooperation with the data Research Institute of the central bank. It has completed the system docking with the data research institute and all six major state-owned banks that issue digital RMB.
vigorously develop light energy and silicon energy. The installed capacity in 2021 has approached an all-time high. The company's products cover the top ten customers of global silicon wafer production capacity
The Political Bureau of the CPC Central Committee conducted the 36th collective study on striving to achieve the goal of carbon peak and carbon neutralization. The meeting pointed out that we should give more prominence to promoting the development of new and clean energy, and actively and orderly develop light energy, silicon energy, hydrogen energy and renewable energy. We should promote the deep integration of energy technology with modern information, new materials and advanced manufacturing technology, and explore new modes of energy production and consumption. We should accelerate the development of new energy sources such as wind energy, Cecep Solar Energy Co.Ltd(000591) , biomass energy, geothermal energy, marine energy and hydrogen energy with economies of scale, coordinate hydropower development and ecological protection, and actively develop nuclear power in a safe and orderly manner.
According to the installed capacity data disclosed by the national energy administration, China's photovoltaic installed capacity in 2021 was 53gw, a year-on-year increase of 9.96%, approaching the historical installed capacity in 2017. Citic Securities Company Limited(600030) the analysis points out that in the first quarter of 2022, driven by the continued strong overseas demand and the release of China's demand for replenishment, the operating rate of photovoltaic film, battery, module and other links rebounded significantly, and the landscape of the industrial chain is expected to rebound at the bottom, which is expected to achieve a steady off-season and marginal improvement in profitability. It is expected that in 2022, the pressure on the supply chain is expected to ease steadily, and the PV will return to the main road of reducing cost and increasing efficiency.
Among the A-share listed companies, Qingdao Gaoce Technology Co.Ltd(688556) photovoltaic cutting equipment and diamond wire products have covered the top 10 customers in the global photovoltaic silicon wafer production capacity. At present, Leshan 5GW silicon wafer demonstration base has been put into operation, and the planned production capacity in the future is more than 35gw. Ja Solar Technology Co.Ltd(002459) has the production capacity of the whole photovoltaic industry chain from crystal pulling silicon wafer battery module. The company expects that by the end of 2021, the module capacity will reach 40gw, and the silicon wafer and battery capacity will be about 80% of the module capacity. Tangshan Sunfar Silicon Industry Co.Ltd(603938) at present, the capacity of trichlorosilane is 65000 tons / year, of which 70% is photovoltaic grade trichlorosilane.
officially commercial! Or become the first application field to break out. This company is a stable supplier of Huawei's system
China Telecom Corporation Limited(601728) 5g news was officially commercial at the online press conference. At present, 5g messages are received by individuals free of charge; Enterprises have a variety of billing modes according to different message types. It is learned from China Mobile and China United Network Communications Limited(600050) that the 5g message of China Mobile and China Unicom has also met the commercial conditions.
Compared with the traditional short message service, 5g message rich media service supports rich media formats such as text, pictures, audio and video. At the same time, the subsequent Chatbot service can provide various services of virtual app without installing app, which can provide differentiated and richer business experience for industry customers and individual users. Previously, China Mobile and Industrial And Commercial Bank Of China Limited(601398) jointly completed and officially launched the digital RMB wallet based on 5g message, laying the foundation for building a digital RMB application ecology with 5g message as the carrier. The Pacific Securities Co.Ltd(601099) Securities believes that 5g message may be the first 5g application to break out. According to GSMA's prediction, the number of users who can use RCS services in the world will reach 2.7 billion by 2023. According to the analysis of Huachuang securities, the market opportunity of 5g message is huge. From the "close view" of 5g message, it is expected to increase the market space of 40 billion yuan of traditional SMS to about 100 billion yuan. From the perspective of "vision", in the next five to seven years, combined with new technologies such as cloud, big data and AI, the market scale of 5g news is expected to reach 300 billion yuan.
Among A-share listed companies, Richinfo Technology Co.Ltd(300634) combined with Hainan mobile to create 5g message number for Hainan Airlines, which has realized ticket query and reservation, and Caixun 5g integrated message platform has supported the creation of transaction processes in a variety of scenarios. Guodu Internet, a wholly-owned subsidiary of Wutong Holding Group Co.Ltd(300292) , released 5g101 message platform in August 2020 and has completed the application development of banking, e-commerce, video, tourism and other industries. Zjbc Information Technology Co.Ltd(000889) the subsidiary Chuangshi mandao has established a cooperative relationship with Huawei since 2014 and has maintained close cooperation so far. It undertakes the cooperation of Huawei / Huawei cloud short message service. It is a stable and high-quality supplier of Huawei system short message system.
Shanghai strives to exceed 25 billion yuan in the scale of network security industry in 2023
Zhang Ying, deputy director of Shanghai Economic and Information Technology Commission, revealed when interpreting the action plan of Shanghai for building a new high in the network security industry (2021-2023). The overall consideration of the action plan is to accelerate the opening of the 100 + security scene and effectively improve the key information infrastructure, industry important data Personal information security and other protection capabilities, build a large security pattern matching the international digital capital, and strive to double the scale of the city's network security industry by 2023.
With the rapid development of information technology and the rapid advancement of informatization and digitization in all aspects of society, the information systems of governments and enterprises are becoming more and more complex and diverse, which has brought greater security risks and hidden dangers. In order to deal with these security risks and solve relevant security problems, an increasingly huge information security industry has naturally been born. According to Li Hongjie's analysis, according to the objectives put forward in the action plan, it has driven the growth of relevant industries by more than 250 billion yuan, and defined the scope of responsible departments for each specific requirement. This is the first implementation at the provincial and municipal level since the Ministry of industry and information technology issued the three-year action plan for high-quality development of network security industry (2021-2023) (Exposure Draft) in July 2021.
Among the listed companies, Beijing Teamsun Technology Co.Ltd(600410) has the "disaster recovery level II" Qualification Certificate in the information security industry, and the subsidiary i-sprint products are suitable for financial and insurance institutions and enterprises that need a highly secure environment, global certificates and login management solutions; Beijing Certificate Authority Co.Ltd(300579) is a leading provider of network security solutions. Its specific business involves most subdivided fields of the network security industry, including endpoint security, network infrastructure security, application security, blockchain security, etc; Beijing Topnew Info&Tech Co.Ltd(300895) is the only A-share listed company under Beijing SASAC with internet data center, cloud service and network security service as its main business. At present, it is providing cloud computing service, network security service and information system integration service for Beijing Winter Olympic franchise manufacturers.
