The fastest growing sub-industry of "Tomorrow's Theme Preview" has hot orders and may have ten times the room for growth in the future

【Today's Introduction】

The fastest growing sub-industry, hot orders, the future or ten times the growth space, the company's single customer sales have exceeded 100 million yuan

New Year's Favorite! In addition to pre-made dishes, orders for this product doubled before the Spring Festival, and the company's related products have been sold on Huawei channels

The "energy crisis" overseas has returned, and this clean energy source has soared by 14% in a single day, and these companies already have a large reserve of overseas resources

The "14th Five-Year Plan" digital economy development plan is released! Meta-universe, universal computing power, artificial intelligence, etc. are inseparable from it, and the company's research and development of ultra-low energy consumption products has been successfully applied to many projects

has spent tens of billions of yuan to build a hydrogen energy industry base in South China

The State Council: Increase support for 6G technology research and development, accelerate the layout of satellite communication networks, etc

【Topic Details】

During the peak sales season of New Year goods, kuaishou dishes and prepared dishes ushered in the peak of purchase and reservation. The data shows that this year's New Year's Festival, kuaishou-related foods increased by more than 400% year-on-year. Online New Year goods festival, the major takeaway platforms also ushered in the peak of orders for prefabricated dishes, and some responsible persons said that the orders for prefabricated dishes on the platform increased by about 70% year-on-year.

Prepared dishes are one of the fastest growing sub-industries in the food processing industry in the past five years. In recent years, under the joint promotion of consumption upgrading, lazy economy, home economy, one-person food, supper economy, and the catalysis of the new crown pneumonia epidemic, the industry has shown a tree-shaped development path from a very small number of categories such as quick-frozen rice noodles to a variety of dishes, from B-end to C-end consumers, from first-tier cities to second- and third-tier and even lower-tier cities. According to the "2021-2022 China Prepared Vegetable Industry Development Report", in 2021, the size of China's prepared vegetable market will exceed 300 billion yuan, and it is expected to exceed 830 billion yuan by 2025. Some institutions predict that China's prepared vegetable industry is expected to achieve a scale of more than 3 trillion yuan in the next 6-7 years, becoming the "next trillion-level catering market". Guohai Securities believes that the prepared vegetable industry is expected to usher in rapid development under the impetus of B-end cost reduction and efficiency increase and C-end consumption habit change, and the industry is still in the early stage of penetration, and the future can still accelerate growth.

Among the A-share listed companies, Longda Cuisine has more than 100 kinds of prefabricated products, and has carried out in-depth cooperation with more than 100 well-known enterprises, and the annual sales of prefabricated products for single catering customers have exceeded 100 million yuan. The Frozen Range of Healthy Freshwater Products of Great Lakes includes sauerkraut/chopped pepper fish head, sauerkraut/boiled fish fillet, seasoned crayfish, spicy shrimp balls, etc. Xiangjia co., Ltd. has built a cooked food processing workshop in the headquarters food industrial park, Changsha's cooked food processing workshop is under construction, is expected to be put into use in the next year, the company has developed products including hotel pre-made dishes and home pre-made dishes.

As the New Year approaches, the order volume of Fujian Fu'an massage chair merchants has doubled, mainly concentrated in Guangdong, Shanghai and Chengdu. More than half of the country's massage chairs come from Fu'an, and a full-chain massage chair processing industrial belt from leather sewing, motors, chips and so on has been formed in the local area.

Massage chairs are imported categories, and the early dominant manufacturers are overseas high-end brands such as Aoseng. However, after 2017, entry-level massage chairs (less than 8,000 yuan) have grown rapidly, and current online sales account for 60%. Tianfeng Securities analysis pointed out that the penetration rate angle: according to estimates that the penetration rate of the massage chair industry in 2020 is less than 1%, the penetration rate of the benchmark overseas mature market is as high as 10% (20% in Japan), the massage chair industry or will experience the growth path of "technology iteration → use value → penetration rate increase", and the penetration rate of domestic massage chairs is expected to increase to 4% by 2025; market space: It is expected that the domestic home massage chair market size will reach 28.6 billion by 2025, and the compound growth rate of the industry in 2020-25 will be 36.6%. The domestic brand technology of the domestic massage chair industry has a good technical accumulation, superimposed on the product price sinking strategy after the epidemic, and the current stage of the massage chair industry may be comparable to the "cost-effective" detonation stage of the sweeping robot in 2016, ushering in an accelerated penetration period.

Among the A-share listed companies, Rongtai Health has newly entered Huawei's HUAWEI HiLink platform, and massage chair products and massage small products have been sold on Huawei channels. Rongjie Health's own health products include far infrared saunas, massage chairs, air purifiers, far infrared small products and other health products.

U.S. gas futures contracts for February delivery rose 14.3 percent in Etmt., settling at $4.857/million B&D units on Wednesday, the highest level since last November. The main reason behind this is that the temperature is falling and the cold weather is expected to continue.

Natural gas as the cleanest form of energy in fossil energy, its release of carbon emissions per unit of heat is much lower than coal; and compared with photovoltaics, wind power and other new energy forms, natural gas as a traditional fossil energy has the characteristics of achieving all-weather uninterrupted supply, before the energy storage to achieve economic use, natural gas power generation will play an important role in the power system. Therefore, natural gas will play an important transitional role in the process of achieving carbon peaking and carbon neutrality in various countries. Everbright Securities analysis pointed out that under the constraint of China's double carbon target, natural gas, as a clean primary fossil energy, will be an important tool to slow down the growth rate of carbon emissions in China, and under the premise that the proportion of non-fossil energy use has not been greatly increased, natural gas will play an important role in China's "carbon neutral road".

Among the A-share listed companies, the Suk gas field in which intercontinental oil and gas participates and the Central Exploration and Development Commission of the Republic of Kazakhstan signed the "Oil and Gas Exploration and Development Contract for the Sukh Project", which determines the development period of 25 years. Shuifa Gas recently announced that it intends to acquire a controlling stake in the two gas companies for 300 million yuan, and will realize the business layout of the long-distance pipeline from Mengdong to the upstream of urban gas by obtaining control of the "Changtu-Tongliao-Holingol" natural gas long-distance pipeline. Guanghui Energy Kazakhstan Jaisan oil and gas development project main block natural gas was successfully put into operation and transported from Kazakhstan Jaisan to Jimunai LNG plant, the current 25 gas wells are normally open to produce 16 wells, with a daily gas production of 533,700 square meters, an average daily production of 33,300 square meters of gas per well.

The State Council issued the "14th Five-Year Plan" for the development of the digital economy. The plan proposes to promote the integration of cloud-network collaboration and computing network integration. Accelerate the construction of a national integrated big data center system with computing power, algorithms, data, and application resources.

Intelligent new infrastructure is a key part of the current scientific and technological revolution and industrial transformation, and is highly consistent with the current development direction of China's economic and social digitalization and informatization. Under the dual role of the current digital economy development needs and policy dividends, the scale of data centers continues to expand, and the number of racks has steadily increased, and the number of data center racks has increased by more than 30% between 2017 and 2020. According to Dell'OroGroup, global data center CAPEX will grow 17% year-over-year in 2022, with hyperscale cloud service providers' data center spending up 30% year-over-year. Digital reality needs to be supported by physical reality, according to TrendForce's latest investigation, to build a more complex metaverse than the existing Internet world, requiring a more powerful data processing core, a network environment capable of transmitting large amounts of data. These requirements will further drive the development of memory products, advanced process technologies, 5G communications and display technologies. Among them, the conceptual framework of the metacosm depends heavily on the support provided by the compute nodes. As a result, the data center industry will experience demands from more metaverses, and microserver and edge processing applications will grow accordingly. Essence Securities said that XR (VR/AR/MR), 5G/6G, 3D engine, physics engine, general computing power, artificial intelligence and other metaverse-related applications rely on data centers as a base, and third-party IDC service providers bound to head Internet vendors are expected to take the lead.

Among the A-share listed companies, Highland Letter said that it can provide relevant support for the data center of Metacostem. Aofei Data said that the data center as the foundation of the Internet industry and the development of all new Internet applications are inseparable, the company and Baidu's cooperative relationship has a long history, and recently reached a cooperation intention with the company on the resources of Guangzhou Nansha data center. CEC Xingfa has developed ultra-low energy consumption products related to data centers such as ultra-converged cloud storage nodes and AI heterogeneous computing servers, and has been successfully applied to many of the company's smart city-related projects.

Recently, the People's Government of Nanhai District of Foshan City and the State Power Investment Group Hydrogen Energy Technology Development Co., Ltd. held a signing ceremony for the signing ceremony of the Project Cooperation Agreement of the South China Hydrogen Energy Industry Base of the State Power Investment Corporation, with a total planned investment of about 10 billion yuan, which will build the only hydrogen energy industry base in South China of the State Power Investment Group membrane materials and carbon paper.

According to the "China Hydrogen Energy Industry Development Report 2020", it is expected that by 2025, China's hydrogen fuel cell vehicles will be close to 100,000, and the current cumulative sales of fuel cells in China are 8313, and there is still 10 times the growth space expected during the 14th Five-Year Plan period. Guorong Securities Zhang Zhigang research report pointed out that the accelerated development of the hydrogen fuel cell vehicle industry is expected to drive the upstream hydrogen production, hydrogen storage, midstream hydrogen fuel cells, downstream vehicle multi-link application expansion, the industry market space is expected to exceed trillions.

Among the listed companies, Junfeng Huasheng Investment Partnership under Kailong Co., Ltd. invested in Grove Hydrogen Energy Automobile Company, Grove Hydrogen Energy Vehicle cooperated with Pininfarina to launch the hydrogen energy high-end sports coupe Granny, and cooperated with the National Energy Group Hydrogen Energy Technology Co., Ltd. and Wuhan East Lake New Technology Development Zone to build a hydrogen energy industry ecological chain and cultivate leading enterprises in the hydrogen energy industry;

The State Council issued the 14th Five-Year Plan for the Development of the Digital Economy. The plan proposes to prospectively lay out the sixth-generation mobile communication (6G) network technology reserves, increase the support for 6G technology research and development, and actively participate in promoting the international standardization of 6G. Actively and steadily promote the evolution and upgrading of space information infrastructure, accelerate the layout of satellite communication networks, and promote the construction of satellite Internet.

In April 2020, satellite Internet was included in the new infrastructure category by the National Development and Reform Commission. Tianfeng Securities analysis pointed out that overseas markets are driven by the digital divide, the average mobile broadband population penetration rate is less than 48%, and the satellite Internet is the best means to bridge the "Internet-free" population digital divide. Driven by the demand for the Internet of Things + limited orbital resources, China is expected to have a total output value of satellite Internet in China from 2021 to 2035 to reach 933.77 billion US dollars.

Among the listed companies, Huali Chuangtong Beidou satellite navigation products have been widely used in national defense, forestry, fishery, water conservancy, transportation, aviation and other fields, subsidiary Huali Ruiyuan provides technical support and services for the subdivision of satellite Internet ground customs stations; aerospace development recently in the interactive easy reply said that is carrying out 5G + low orbit satellite and 5G + high-altitude UAV project research and development work, has formed a product prototype, follow-up companies will increase the research and development of space communication technology.