2022-06-30 Information Early To Know -(Thursday)
【Information】
The "Golden Business Card" of China's cybersecurity field, the West Lake Conference on Sword and Cyber Security, will be held on July 2
The first national large-scale chemical energy storage power station is expected to accelerate the industrialization of commercial all-vanadium flow battery energy storage technology in August
Dongtu Technology: Edge transportation servers have been widely deployed and tried throughout the country
Dinglong shares: CMP polishing pad has become the company's new profit growth pole
【Today's Headlines】The "Golden Business Card" of China's Cyber Security Field, the West Lake On Sword and Cyber Security Conference, will be held on July 2
According to reports, the first cybersecurity conference in China to enter the tenth year, the West Lake On Sword and Network Security Conference, will be held in Beijing and Hangzhou from July 2 to 3. As the "golden business card" in the field of network security in China, with the theme of "Building a Safe and Reliable Digital World", this conference will invite leaders of government departments, academicians of the two academies and other representatives to give keynote speeches, analyze excellent samples in the fields of digital reform and network security trends, and look forward to future trends. The sub-forums focused on cutting-edge topics and social hotspots in the industry, focusing on the theme directions of intelligent Asian Games security, threat intelligence and emergency response, and security hosting operation services. During the conference, innovative discussions will also be held on cutting-edge topics such as WEB3.0 and Meta-Universe, and more than 150 top experts in the industry will be invited to attend to create an industry vane.
With the rapid development of digital industrialization and industrial digitalization, problems such as data security, personal information protection, critical information infrastructure security, and telecommunications network fraud continue to exist. In this context, how to build a "safe and credible digital world" has become a hot topic of concern for all parties. In recent years, the mainland has paid more and more attention to the field of network security, relevant policies have been continuously implemented, and the industry has continued to grow rapidly. In July 2021, the Ministry of Industry and Information Technology issued the Three-Year Action Plan for the High-quality Development of the Cybersecurity Industry (2021-2023) (Draft for Comment), which plans to exceed 250 billion yuan by 2023, with an annual compound growth rate of more than 15%. Founder Securities believes that the long logic of the network security industry has not changed, and there is a high probability of returning to the high prosperity in 2023-2024.
NSFOCUS (300369) company around the data subject, data environment, data behavior, data security as the center, external and in-line anti-attack, anti-intrusion, anti-tampering, internal and external anti-abuse, anti-forgery, anti-leakage, through the realization of automation and semi-automation to reduce data operating costs, in the data value maximization while ensuring data security, to help data-related product development. Jiayuan Technology (301117) co., Ltd. is one of the leading enterprises in the informatization and network security industry in the southwest region, in the field of government service informatization, the company has developed a big data integration platform and data center to realize the centralized collection, storage, sharing, exchange, interconnection and interconnection of public security data, and build a full closed loop of security governance.
【Investment Focus】The first national large-scale chemical energy storage power station is expected to accelerate the industrialization of commercial all-vanadium flow battery energy storage technology in August
According to media reports, as the first national large-scale chemical energy storage demonstration project approved by the National Energy Administration, the Dalian Liquid Flow Battery Energy Storage Peaking Power Station is currently in the final stage of battery cell commissioning and system commissioning, and will be officially put into commercial operation in August this year.
The energy storage power station adopts the energy storage technology of all-vanadium flow battery independently developed and independent intellectual property rights in China, which is suitable for high-power and large-capacity energy storage, and has the advantages of good safety, long cycle life, fast response speed, high energy conversion efficiency, and green environmental protection. The "Guiding Opinions on Accelerating the Development of New Energy Storage" issued by the National Development and Reform Commission and the Energy Bureau proposes that the cumulative installed capacity of 30GW will be achieved in 2025, and the penetration rate of vanadium batteries is expected to reach 20% in 2025. Analysts believe that combined with the current vanadium battery cost decline, policy promotion, continental vanadium battery has been in the eve of large-scale industrialization, the next few years will be vanadium battery penetration rate increase outbreak period. Recent favorable policies are frequent, Dalian liquid battery energy storage peaking power station put into operation will accelerate the industrialization process of full vanadium flow batteries, vanadium resources, vanadium products and downstream applications of related enterprises will fully benefit, ushering in huge business opportunities.
Pangang vanadium titanium (000629) ammonium polyvanadate raw materials processed into vanadium energy storage medium, used in the "Dalian liquid battery energy storage peaking power station national demonstration project (Phase I)" project, the company's vanadium product production capacity ranks in the forefront of the world, benefiting from the vanadium industry prosperity improvement and vanadium battery application market gradually expanded. Anning (002978) vanadium ilmenite concentrate (61%) has an annual output of about 1.3 million tons, accounting for 47% of revenue, and has a unique competitive advantage in the vanadium resource segment.
【Exclusive reference】Dongtu Technology: Edge transportation servers have been widely distributed and tried throughout the country
Dongtu Technology (300353) interactive platform said that the company's edge traffic server can replace the existing traffic signal control products from the product function; At present, the edge traffic server has been widely deployed and tried throughout the country, and has begun to be applied on a large scale in Beijing, Yichang and other places. The company's network communication equipment products can be widely used in smart energy scenarios such as wind power, photovoltaic, intelligent substation, intelligent distribution network, and intelligent charging pile. At present, the vehicle specification chip is in the promotion and application stage, and has received small batch orders from domestic manufacturers, and the company is optimistic about the market prospects.
【Exclusive reference】Dinglong shares: CMP polishing pad has become the company's new profit growth pole
Dinglong Co., Ltd. (300054) said in an investor survey that the company's CMP polishing pad products have successfully broken the monopoly and become the only CMP polishing pad supplier in China that fully grasps the core research and development and manufacturing technology of the whole process of polishing pad, and deeply penetrates the domestic mainstream fab customer supply chain, with obvious leading edges. In recent years, the revenue and profit of CMP polishing pad business have grown rapidly, and now it has achieved scale profitability and become a new profit growth pole of the company. In the domestic market, the company's CMP polishing pad products have been increased by domestic mainstream fab customers, and have become the first supplier of some customers. Advances in wafer fabrication technology upgrades will lead to a significant increase in CMP process steps and an increase in the consumption of CMP polishing materials during the wafer fabrication process. At the same time, in the field of advanced processes, the amount of polishing pads will be more, so the domestic CMP polishing pad market space has the potential to continue to expand. In terms of overseas markets, the market for CMP polishing pads is larger than in China, and the company also plans to start expanding overseas markets.
【Financial News】
National leaders: It is necessary to promote the digital and intelligent transformation of traditional industries, vigorously develop green buildings, and actively promote prefabricated buildings.
Central Bank: It is necessary to make overall plans to stabilize employment and prices, and increase the implementation of prudent monetary policy.
The Customs Tariff Commission of the State Council announced the eighth list of extensions to the exclusion of goods subject to tariffs on the United States and Canada.
Securities Regulatory Commission: Private enterprise bond transaction fees should be exempted to help stabilize the macroeconomic market.
Shanghai Stock Exchange: Temporarily waive the handling fee for some bond transactions.
The supervision requires local governments to declare the third batch of special debt projects in 2022, and new infrastructure and new energy projects are included in the scope of declaration.
The Association of Passengers: It is expected that nearly 500,000 new energy vehicles will be retailed in June this year, which is likely to hit a record high.
JD.com and Tencent Holdings renewed their three-year strategic cooperation agreement, and the WeChat platform will provide traffic support for JD.com.
【Announcement of Gold Rush】
Longbai Group (002601) intends to transfer 77.5% of the equity of Baili United for 155 million yuan.
Stanley (002588) plans to invest 4.47 billion yuan in the construction of new energy material precursor iron phosphate and supporting projects.
Rhein Biotech (002166) expects net profit in the first half of the year to increase by 100% to 150% year-on-year.
Zijin Mining (601899) intends to acquire a 71.13% stake in Houdao Mining for RMB1.799 billion.
Luxi Chemical (000830) plans to invest 3.33 billion yuan in the construction of silicone projects.
Tianhua Chaojing (300390) net profit in the first half of the year increased by 972% -1068% year-on-year.
800 million space-time (688181) plans to build an annual output of 3,000 tons of lithium hexafluorophosphate project of about 280 million yuan.
Northern Rare Earth (600111) intends to re-sign a rare earth concentrate supply contract with Baotou Steel Co., Ltd.
Shenzhen Energy (000027) plans to invest 3.049 billion yuan in the construction of a 500,000-kilowatt UHV wind power project in Sunit Zuoqi.
Ganfeng Lithium (002460) signed a strategic cooperation agreement with Hive Energy.
【Hot data】9 tourist hotel stocks have been rated by institutions more than 10 times
According to statistics, since June, the average increase in hotel catering and tourism stocks has reached 14.57%, which is 1.8 times that of the CSI 300 Index in the same period. Six individual stocks, including Xiyu Tourism (300859), Lijiang Co., Ltd. (002033) and SSAW Boutique Hotel (301073), have risen by more than 20%. From the perspective of institutional attention, 9 stocks have received more than 10 institutional positive ratings. The most popular among institutions is China's 601888, with 43 research reports mentioning the stock, and the latest closing price is consistent with that of institutions. Compared with the forecast target price, 6 individual stocks such as OCT A (000069) and BTG Hotels (600258) have more than 10% upside.
【Dragon and Tiger List Stand】The inflow of funds into real estate services, property management and other sectors rose in the front
On Wednesday, the Shanghai and Shenzhen markets opened low and walked low. As of the close, the Shanghai index fell 1.40% to 3361.52 points, the Shenzhen component index fell 2.20% to 12696.50 points, and the ChiNext index fell 2.53% to 2768.61 points. The two cities traded a total of 1,316.2 billion yuan, an increase of 94.9 billion yuan over the previous trading day. On the disk, real estate services, property management, REITs concept, new urbanization, Shenzhen state-owned assets reform and other sectors rose in the front; Automotive vehicles, Huawei vehicles, HJT batteries, automotive thermal management, auto parts, sodium-ion batteries and other sectors fell in the front.
After-hours Dragon and Tiger list data shows that Gemdale Group (600383) was bought by 4 institutions and 1 floating capital, with a net purchase of 378 million yuan; Anhui Construction Engineering (600502) was bought by 3 floating funds with a net purchase amount of 43.15 million yuan; Jingfang Technology (603005) was 61.2009 million yuan in 2 floating funds; Armadon (002623) was bought by 1 floating capital, with a net purchase of 132 million yuan; Huatian Hotel (000428) was bought by 1 floating capital and 1 institution. The net purchase amount was 36.5591 million yuan.
【IPO Subscription】
Top 9 bonds: subscription code 370406, credit rating AA-, conversion value of 99.55.
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