Macro news
1. It was learned from the relevant persons of the Zhejiang Provincial Human Resources and Social Security Department that the employment support policies such as "if college students fail to start a business, the government will reimburse for loans of less than 100,000 yuan" proposed by the Zhejiang Provincial Human Resources and Social Security Department at a press conference yesterday is not a new product, but comes from the 2015 "Opinions of the People's Government of Zhejiang Province on Supporting Mass Entrepreneurship and Promoting Employment", which is currently slightly iterative.
Industry news
1. The National Development and Reform Commission and other departments jointly issued a document agreeing to start the construction of national computing power hub nodes and plan 10 national data center clusters in Beijing-Tianjin-Hebei, yangtze river delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia. At this point, the national integrated big data center system has completed the overall layout design, and the "East Number West Calculation" project has been officially launched.
2. People from many local banks in Zhejiang said that the specific differences between "government compensation" and the previous entrepreneurship guarantee fund compensation, as well as government subsidy loan interest and other support methods need to be further understood. It is understood that banks have previously handled cases of using entrepreneurial guarantee funds in lieu of compensation, but on the whole, the scale is very small. Bankers say it's safe to say these measures help share the risk of loan defaults caused by college students' failed startups.
3. Recently, there are rumors that since February 14, Shandong Heze Industrial and Commercial Bank, CCB and Agricultural Bank of Shandong Province have implemented a down payment ratio of 20% for buyers who have no housing and no personal housing loan records. Heze Agricultural Bank of Credit sources said that in recent days, the above-mentioned first home payment ratio has indeed been reduced from 30% to 20%, and the interest rates of the first suite and the second suite loan have been reduced from 5.95% and 6.14% at the end of last year to 5.6% and 5.95% respectively.
4. In response to the 39.13% drawdown of the Asia-Pacific hedge fund of UBIQUANT, a subsidiary of the top quantitative private equity Jiukun Investment, the company responded that communication with investors has been carried out and will continue, and the company will adopt a redemption fee-free approach to the above funds, and investor redemptions are not restricted by the lock-up period.
5. Cedar International Trust held the 2022 annual working meeting to explain the recent focus of attention from the outside world: Cedar International Trust currently has a stable organizational structure, normal and orderly operation, and there is no overdue project with a scale of 20 billion yuan that has been misreported by the outside world.
6. According to the National Development and Reform Commission, a new round of refined oil price adjustment window opened yesterday. The specific circumstances of the oil price adjustment are as follows: the domestic gasoline and diesel prices are increased by 210 yuan and 200 yuan per ton respectively. On average, No. 92 gasoline, No. 95 gasoline and No. 0 diesel rose by 0.16 yuan, 0.17 yuan and 0.17 yuan per liter, respectively. According to the estimation of the 50L capacity of the general household car fuel tank, it will cost an additional 8 yuan to fill a tank of No. 92 gasoline.
7. According to the "Notice on Filling in the Information Of the Seventh Batch of Centralized Procurement of Drugs Organized by the State" issued by Shanghai Sunshine Pharmaceutical Procurement Network, from February 18, 2022, the Joint Procurement Office will carry out the seventh batch of drug information related to the centralized procurement of drugs organized by the state. The reporter of "Science and Technology Innovation Board Daily" noted that a total of 208 drugs involving antibiotics, tumors, diabetes, cardiovascular and nervous system are involved.
8. According to data from the China Academy of Information and Communications Technology, domestic mobile phone shipments in January were 33 million units, a year-on-year decrease of 17.7%. 5G mobile phone shipments were 26.322 million units, down 3.5% year-on-year.
9. Yunnan Province recently issued relevant policies, proposing to implement the "Xingdian Talents Support Plan", and spend about 5 years to cultivate and introduce a number of new energy, new materials, advanced manufacturing, modern agriculture with plateau characteristics, biomedicine, digital economy and other fields that are in urgent need of talents. Qualified imported talents can receive up to 1 million yuan in working and living subsidies.
Company News
1. *ST Deao announced that the CSRC filed a case against the company due to suspected violations of laws and regulations.
2. Kangtai Medical announced that the new crown test kit was included in the "white list" of epidemic prevention materials export.
3. Sunshine City announced that it failed to pay interest on overseas bonds totaling US$27.2625 million during the 30-day exemption period.
4. Aotejia announced that the actual controller terminated the planning of the change of control and the stock resumed trading.
5. Boteng shares reply to the letter of concern, based on the confidentiality agreement, the company is inconvenient to unilaterally disclose specific information to the outside world.
6. CLP Motor announced that it intends to terminate major asset restructuring matters.
7. Sinopharm Modern Announcement, esomeprazole sodium for injection obtained a drug registration certificate.
8. Rundu shares announced that itoperide hydrochloride tablets obtained drug registration approval.
Global markets
1, the three major U.S. stock indexes opened low and went low, the Dow closed down 1.78%, the S&P 500 fell 2.12%, the NASDAQ fell 2.88%, the star technology stocks fell, Tesla fell more than 5%, Apple, Amazon, Microsoft fell more than 2%.
2. WTI March crude oil futures closed down 2.03% at $91.76/barrel; Brent's April crude futures closed down 1.94 percent at $92.97 a barrel.
COMEX April gold futures closed up 1.6% at $1,902 an ounce.
Investment Opportunity Reference
January, January domestic fan bidding increased by 266%
According to the incomplete statistics of Western Securities, in January 22, the domestic wind turbine bidding volume was 10.56GW, +266% year-on-year, +41% month-on-month, of which the onshore wind turbine bidding volume was 7.16GW, +148% year-on-year, -4% month-on-month, and the offshore wind turbine bidding volume was 3.40GW.
According to the new group of Ciccumbud, the new wind power installation is expected to reach 119GW (66GW in China) in 2025. Yang Shaohui of BOCI pointed out that at present, the wind power industry is in a stage of rapid development, land wind has achieved parity, sea wind large-scale continues to reduce costs, parity is imminent, and the leaders of all links will continue to benefit.
Among the A-share listed companies, Tianneng Heavy Industry (300569) is one of the leading enterprises in the production of wind turbine towers in China, and the company has a total of 12 production bases (including under construction) in the country, with a total production capacity of 630,000 tons. Taisheng Wind Energy (300129) is one of the earliest companies specializing in the production of wind turbine towers in China, the main products are independent brands of onshore wind power towers and offshore wind power towers, conduit frames, pipe piles, booster station platforms, etc., the existing production capacity of more than 500,000 tons, of which offshore wind power production capacity of 200,000 tons.
2. The first batch of high-energy density lithium battery products came out, and the material theory specific capacity is 10 times that of graphite
Amprius Company in California announced that it has produced the first batch of ultra-high energy density lithium batteries, which have a battery density of 450Wh/kg (1150 Wh/l), which is the highest energy density lithium battery available at present. By weight, the Amprius lithium battery has 73 percent more energy than the Tesla Model 3's, while reducing its volume by 37 percent. Amprius said that the cell was able to achieve such a high energy density mainly because it used silicon nanowire technology.
The theoretical specific capacity of silicon materials is much higher than (about 10 times) of graphite that has approached the performance limit, and the lithium voltage is not high, which is expected to become the anode material of high energy density lithium batteries. According to the budget of Gaogong Lithium Battery, the demand for silicon-based anode materials in 2022 is 22,000 tons, and the CAGR will reach 80% in 2019-22, and the average gross profit margin of the industry will be more than 40%. According to the analysis of the institution, silicon has a low electrochemical embedded lithium potential, there is no lithium evolution problem, the reserves are abundant, and the silicon-based negative electrode is the first choice for high energy density lithium-ion batteries.
Among the A-share listed companies, China Baoan (000009) subsidiary Bertrand Bertrand and Huawei have cooperated in the development of silicon-based anode materials related projects and patent protection for related technologies, and the company's silicon-based anode materials are sold to customers at home and abroad. Shi Dashenghua (603026) silicon-based anode material products are ordinary SiOx-C anode and high-first-efficiency SiOx-C anode. At present, the customers of sample testing include major domestic lithium battery manufacturers.
3, 6G new breakthrough! Tsinghua University completed the world's first high-speed relay transmission demonstration verification experiment
Recently, it was learned from the Aeronautical Electronic Systems Laboratory (Avionics Laboratory) of the School of Aeronautics and Astronautics of Tsinghua University that during the Beijing Winter Olympics from January 2022 to February 2022, Tsinghua University successfully completed the world's first W-band vortex electromagnetic wave orbital angular momentum (OAM) 1Tbps high-speed relay transmission demonstration verification experiment, and the entire OAM experimental system provides 1Tbps high-speed relay transmission capacity within 1km distance, which can meet the wireless relay forwarding needs of the imaginary super large live broadcast capacity of the Winter Olympics site. Reaching the highest level in this field in the world at present, it highlights that the mainland has been in a leading position in the world in the research of potential core key technologies of 6G.
6G will reach 50 times the speed of 5G, and the latency will be reduced to one-tenth of that of 5G. According to the Samsung white paper, the completion and commercialization of the 6G standard may be achieved as early as 2028, and large-scale commercialization may be achieved around 2030. Brokerage analysis pointed out that at present, with the advancement of 6G research in various countries and industries, the vision, scenarios and basic indicators of 6G communication have made new progress, and global 6G research has entered the competition stage.
Among the listed companies, Shenglu Communications (002446) said that in the development of 6G technology, it has studied the relevant technologies and products of the integrated information network covering space, air, land and sea, and the related millimeter wave technology has applied for patents. The terahertz project led by Daheng Technology (600288) has received substantial support from the Ministry of Science and Technology, and the terahertz spectrometer continues to supply scientific research units such as university research institutes, and terahertz is considered to be the key technology to achieve 6G.
4. The paper mill issued 18 additional price increase letters, involving multiple paper grades
Following the price increase announced by corrugated paper and containerboard paper manufacturers, many paper grades such as gray background white, cow card, special paper, and household paper also took over the price increase. Since the shipment of Henan Jianghe Paper Co., Ltd. on February 16, 2022, the Grasin base paper and Grasin extra-machine overpressure paper have been adjusted by 500 yuan / ton, and more than a dozen enterprises such as Henan YCIS Paper Co., Ltd., Zaozhuang Hengyu Paper Co., Ltd., dongguan Jintian Paper Co., Ltd. have also raised their paper products by 100-200 yuan / ton.
Brokerage research report pointed out that in 2022 Q2-Q3 with the gradual clearance of small and medium-sized production capacity, the industry boom is expected to rebound. Optimistic about the diversification of cross-border flow of waste paper fiber at home and abroad cost differences narrowed, profitability continued to increase; We will continue to pay attention to the opportunities of special paper segmentation with special use performance and a wide variety of specialty paper segmentation.
Among the listed companies, Wuzhou Special Paper (605007) focuses on the field of special paper, food white card faucet, production capacity continues to be put in, it is expected that by 2024 the company's available production capacity will reach 1.55 million tons, nearly doubled compared with 2021, January 27 announced that it intends to invest 17.3 billion yuan to build an "annual output of 4.49 million tons of pulp and paper integration project". Huawang Technology (605377) is the leading position of high-end decorative base paper, the product added value is high, the performance in 2021 exceeded expectations, and the second production line of the 2022Q1 fundraising project will be 60,000-80,000 tons of production capacity, building a growth force in 2022.