Titanium media science stocks already know: throwing nearly 70 billion US dollars, Microsoft accelerated the layout of the meta-universe game field; adapted to 80% of the world's such models, power exchange mode or gradually become the consensus of the industry

The section stock already knew

Must-read news 1: The Winter Olympics will use an aerosol new coronavirus detection system, which can detect the new crown virus in the air

Recently, researchers from Tsinghua University, Peking University, institute of pathogenic biology of the Chinese Academy of Medical Sciences, and Changping Laboratory have jointly developed a public space bioaerosol new coronavirus monitoring system, which has been successfully applied in the Beijing Winter Olympic Test Match. The system is capable of collecting and detecting bioaerosols present in the air with up to 10 times the sensitivity of conventional methods. During the Beijing Winter Olympics, aerosol collectors are expected to be installed in multiple venues of the Winter Olympics.

The number of confirmed cases of covid-19 overseas has soared rapidly, reaching 3.12 million in a single day on January 14, 2022, about 4 times that of the same period last year, and current european and American data show that the Omilon variant has become a mainstream strain. The number of confirmed cases has soared, the demand for NEW CROWN testing is strong, and the single-day nucleic acid testing capacity overseas cannot fully meet the existing testing needs. The mainland's new crown kits will usher in the peak period of exports, and relevant enterprises with export capabilities such as nucleic acid reagents and antigen kits are expected to achieve a performance explosion.

Relevant listed companies

Wanfu Bio (300482) has successfully developed six new crown detection products based on the immunocolloidal gold technology platform, immunofluorescence technology platform and molecular diagnostic technology platform, and the automatic immunofluorescence detection analyzer uses puncture sampling to avoid aerosols generated during sample centrifugation.

Must-read news two: Spending nearly $70 billion, Microsoft accelerated the layout of the meta-universe game field

Microsoft announced that it will acquire Activision Blizzard for $95 per share, an all-cash transaction worth a total of $68.7 billion. After the acquisition is completed, Microsoft will become the third-highest-paid gaming company in the world. Some insiders pointed out that Blizzard, which has many IPs, sold itself at a high price, which may trigger a revaluation of the value of A-share IP holding game companies.

According to reports, the acquisition will include iconic franchises for Activision, Blizzard and King Studios. This includes well-known games: Warcraft, Diablo, Overwatch, Call of Duty, and more. Activision Blizzard is not the first game company Microsoft has acquired. Last year, Microsoft acquired ZeniMax Media, the parent company of well-known game company Bethesda (commonly known as B Society), for $7.5 billion. The acquisition also brings the number of Microsoft's game studios to 23.

Glacier Network (300533) has independently created two IPs, "Expedition" and "Longwu", and the proportion of operating income of the IP series products has remained above 80% in recent years. In the field 300043 of game business, the company now has sufficient IP reserves, including "Three Kingdoms Heroes", "Sheng Tang Fantasy Night", "Deer DingJi" and other more than 20 IP licenses.

Must-read news three: adapt to 80% of the world's such models, power exchange mode or gradually become the consensus of the industry

On the 18th, Times Electric Service, a wholly-owned subsidiary of CATL, launched the replacement brand EVOGO, which can provide a battery life of about 200 kilometers and can be adapted to the pure electric platform developed by 80% of the world's 80% that have been listed and will be listed in the next three years.

The power exchange mode has the advantages of saving time, reducing costs, and completely solving mileage anxiety, which is very suitable as the best form of energy replenishment for new energy vehicles, and Ningde power exchange will be oriented to all car companies, which is another major action of Ningde in the field of power exchange, and also shows that the power exchange mode has gradually become the consensus of the industry. As of October 2021, the cumulative number of domestic substations is only 1086, of which WEILAI accounts for more than half and the penetration rate is low. Since 2020, driven by capital, OEMs and policies, the industry is expected to grow explosively in 2022, with more than 3,000 new substations added throughout the year.

Shandong Weida (002026) subsidiary Kunshan Swopu is developing and mass production replacement power stations for a number of car companies and operators, the monthly production capacity of the replacement power station can reach about 80 sets, has been installed and operated in many places across the country, the company provides second-generation replacement power stations for Weilai Automobile. Chaoda Equipment (301186) currently provides Geely with automotive interior and exterior molds, automotive inspection tools, and battery boxes, and the company cooperates with Geely in the battery replacement battery box business.

Must-read news four: This commodity price hit a new high in more than 7 years, and these companies already have a large reserve of resources abroad

On the morning of January 19, Brent crude oil futures stood at $89 / barrel, up more than 1.6% during the day, and continued to hit a new high of more than 7 years.

A few days ago, the UAE capital Abu Dhabi continued to explode fuel tankers and fires at the airport, causing 3 deaths and 6 injuries, and the Houthis subsequently declared responsibility for the incident. Yemen's Houthi armed forces statement said five ballistic missiles and several drones were used to attack airports, refineries and other important targets in the UAE on the same day. Previously, PetroChina released its 2021 performance forecast, and it is expected to achieve a net profit attributable to the mother of 90-94 billion yuan in 2021, an increase of 374%-395% year-on-year, hitting a new high in nearly seven years.

300191 has successfully stockpiled 5 domestic oil blocks and 2 overseas oil blocks, including: China Bohai 05/31 block, us Reinecke block, Mongolia Ergel-12 block, etc. In the field of exploration and development, Zhongman Petroleum (603619) has completed the domestic and foreign layout of Wensu Project, participating in the Kazakhstan Tenge Project, and acquiring shoreside projects, of which Wensu Block has proven geological reserves of 30.11 million tons, Tenge Project proven geological reserves of 65.44 million tons, shore projects assessed geological reserves of 24.8 million tons, and the three oilfields have the advantages of low cost and abundant reserves.

Titanium small shares · Titanium Media Institute of Finance and Economics

2022.01.20

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