1. After the gas | Nord Stream 1 was cut off, the prices of many natural gas futures contracts in Europe rose sharply, and the price of the contract delivery in the United Kingdom doubled one day on the second day, and the company has LNG projects in operation at home and abroad
On September 5, European natural gas futures surged 31%. Uk immediate delivery of gas wholesale contracts rose 20% to 360p/SAM; Wholesale contracts for natural gas delivered on the second day rose 140 percent to 360p/SAM. Wholesale gas contracts delivered in the Netherlands rose 29 percent to 245 euros/MWh; Wholesale contracts for natural gas delivered in November rose 30 percent to €280/MWh. In addition, OPEC+ will discuss options such as cutting production by 100,000 bpd.
Comments: Shengang Securities Cao Xute pointed out that the 27 member states of the European Union agreed to reduce natural gas demand by 15% from August 1, 2022 to March 31, 2023, based on average consumption in the past five years. However, it is still difficult to fill the gap in Russian exports in the short term, and European gas prices are expected to remain high. The cost of natural gas in Europe has risen, and the influencing factors have continued to increase and upgrade. Gazprom previously said that due to the discovery of multiple equipment failures, the Nord Stream One gas pipeline will completely stop gas transmission until troubleshooting.
In terms of the company, ENN co., Ltd. is mainly engaged in natural gas direct sales, retail, integrated energy business, etc., the subsidiary ENN Zhoushan is mainly responsible for the construction and operation of zhoushan LNG receiving station, the company is the second largest shareholder of Santos, the second largest oil and gas listed company in Australia, Santos operates LNG projects in Darwin, Gladstone, Cooper Basin and other places; Water Power Gas is mainly engaged in LNG, urban gas operation, distributed energy integrated services, gas equipment manufacturing and other businesses, to achieve the whole industrial chain layout of distributed energy and urban gas supply in LNG production, gas equipment manufacturing, gas application fields; Fu Rui Special Assembly is mainly engaged in LNG liquefaction, storage, transportation and terminal application of the whole industry chain equipment manufacturing and provide one-stop overall technical solutions, is the domestic leading vehicle and marine LNG gas supply system suppliers, products include LNG marine gas supply systems, LNG storage tanks and other special energy equipment.
2. Real estate | real estate leaders in August sales amount picked up more than 10% year-on-year, after the semi-annual report, the central state-owned enterprises became the main force to obtain land, the central enterprises under the real estate company projects are located in the core area of the first and second-tier cities
Gemdale Group released the operating data in August, and the company achieved a signed area of 1.024 million square meters in August, an increase of 14.45% year-on-year; The signed amount was 21.23 billion yuan, an increase of 11.56% year-on-year. At the same time, Liu Guoqiang, vice president of the People's Bank of China, said that it will continue to postpone the repayment of principal and interest for small and micro enterprises and individual industrial and commercial households, truck driver loans, and personal housing and consumption loans affected by the epidemic. Ensure reasonable financing needs for real estate, and reasonably support rigid and improved housing needs.
Comments: Qi Dong, an open source securities, pointed out that the sales amount of the top 100 housing enterprises in August decreased by 32.9% year-on-year, and the decline rate was narrowed. "Baojiaolou" has become one of the important measures taken by local governments to promote the healthy development of the real estate industry, and many places have successively set up special bailout funds to promote the delivery of insurance at the project level. Under the action of multiple measures, the pessimism on the demand side may be gradually repaired, but the overall recovery of the market will still take time. It is expected that the follow-up policy will continue to be relaxed, and after the release of interim results, the market share of central state-owned enterprises and high-quality private enterprises that are gradually repaired by credit will be further enhanced, and the sector still has better investment opportunities.
In terms of the company, CCCC Real Estate is mainly engaged in real estate development business, product types to meet the demand for just needs and improved housing demand, the company's projects are located in Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area and other core areas of the first and second-tier cities, the actual controller of the company is China Communications Construction Group; Jingneng Real Estate owns real estate development business, which is currently mainly engaged in real estate development business in Beijing, Yinchuan, Tianjin and other regions, and the actual controller of the company is the Beijing Municipal State-owned Assets Supervision and Administration Commission; Cinda real estate development products are mainly residential, focusing on first-time home purchase and improvement needs, while moderately developing office buildings and complexes, the company's controlling shareholder is Cinda Investment, the company is China Cinda's real estate development business operation platform, the business is concentrated in the Yangtze River Delta region.
3. The car AR glasses developed by NIO and Nreal are online
September 5 news, according to the Weilai official micro-news, NIOAirARGlasses jointly developed by NIO and AR startup Nreal has now landed on the NIO car mall, and the pre-sale price of the first pair of preferential sets is 2299 yuan. According to reports, NIOAirAIRGlasses glasses can achieve an equivalent 4-meter, 130-inch 3D viewing effect. It is reported that the glasses are equipped with EIS electronic image stabilization algorithm, with gyroscopes and other sensors, can detect the fuselage attitude change in real time, combined with A algorithm prediction, greatly reduce the picture shake, improve the sense of picture stability during driving, is the only AR glasses in the world with vehicle stabilization function.
Relevant data show that in 2021, the penetration rate of smart cockpits for passenger cars in the Chinese market has exceeded 50%, and the three major parts of hardware, software and interaction constitute important elements of intelligent cockpits, of which AR/VR has become a new direction for car companies to explore operational interaction and experience improvement.
Xu Chi, founder and CEO of Nreal, believes that compared with VR, AR's product form is closer to the form of mobile phones, light and easy to carry, low cost of use, convenient for plug and play in fragmented scenarios, and the user's dependence and stickiness will be stronger. According to investment agency ARK, the size of the AR market will expand from less than $1 billion today to $130 billion in 2030, and it will double 130 times in 8 years. Among the listed companies, the robot subsidiary Zhongke Xinsong and Nreal previously established a joint venture company, and Siasun Investment, as a subsidiary of Siasun Robot, has participated in Nreal financing. United Optoelectronics is deeply engaged in the field of AR/VR, and currently has the integration ability of parts and components and machine assembly, and has reserved the core technologies of AR/VR related hardware products, such as optical waveguides and Fresnel lens technology; After the completion of the fixed additional investment project, the company can achieve an annual output of 18 million sets of automotive lens products, 2 million sets of new projection lens products and 580,000 sets of VR/AR all-in-one machines.
4. This appliance is selling out! Many enterprises have full orders and full production in factories
Financial Associated Press, September 5, the mainland is the world's largest producer of LCD TVs. Recently, the reporter visited and found that the company's shipments have increased significantly in the past two months. Since the third quarter, the overseas market of the TV industry has entered the peak sales season, and many companies have seen the phenomenon of full orders, especially high-end TELEVISION sets, and the growth momentum is particularly obvious. Some business leaders said that after the increase in orders in the third quarter, the workshop opened 10 new shifts to meet the demand for overseas orders.
According to the latest data from the General Administration of Customs of China, the export of LCD TVs in the mainland continued to grow, exporting 8.43 million units in July, an increase of 30.4% year-on-year, and the cumulative export of 51.58 million units from January to July, an increase of 16.4%. Industry insiders believe that in recent years, china-made TV products have reached the international leading level in quality and technology, and have been recognized by overseas consumers.
Liu Tangzhi, vice chairman of the board of directors of a TV manufacturer, introduced that at present, China accounts for at least 60% of the world's TV manufacturing, research and development and shipment. Among listed companies, Hisense Video's shipments in the second quarter rose to the second place in the world, with a market share of 12.1%, the global shipment volume of high-end product laser TVs ranked first in the world and reached 49.5%, and the market share of its brands in Japan/Australia/South Africa/Canada/Mexico and other markets ranked in the forefront of the industry. Guanjie Technology is the world's largest display and leading LCD TV intelligent manufacturing enterprises, the main business includes the development, production and sales of monitors and LCD TVs and other products, with AOC, Envision and other well-known brands; It also acquired Philips' display and flat-panel TV businesses through acquisitions. Sanli Spectrum is mainly engaged in the research and development, production and sales of polarizer products, is one of the key raw materials of liquid crystal display panels, used in mobile phones, computers, LCD TVs and other consumer electronic products.