Today's topic of stock finance information
---
Can the 2.5 billion yuan liquid flow track break out?
During this time, the development of flow batteries has been strongly respected by academics and industries, a friend in the industry told me that the carbon neutrality academician summit that landed in Shenzhen not long ago is the bureau of the Academician Zhao Tianshou Group of Southern University of Science and Technology, his main direction is flow batteries, and most of the forum content is also around this.
According to the statistics of flow battery electrolyte company Ginglun, the downstream industry orders have reached 6.5GWh. This value has exceeded the consensus 3GWh forecast of brokers. Obviously, the secondary market information has lagged far behind the news in the first line of the industrial chain.
According to incomplete statistics, up to now, 9 flow battery companies have obtained financing, absorbing more than 2.5 billion yuan, and Dalian Rongke, which is mainly engaged in vanadium flow batteries, is one of the few new energy unicorns with tens of billions of yuan.
Flow batteries, as the name suggests, dissolve the active substances of the positive and negative electrodes in the electrolyte, and a reversible redox reaction occurs on the electrode to achieve charging and discharging. At present, more than 90% of applications are vanadium batteries.
The lithium battery system is so mature, why develop all-vanadium flow batteries?
The first is the intrinsic safety of materials, which is particularly important when energy storage power stations enter ordinary merchants and factory parks.
The second is the ultra-long cycle life, which highlights the value of vanadium batteries.
Vanadium batteries have no element loss, only rely on the abundant valence state changes of vanadium ions, the cycle life theory can reach more than 25 years, the number of charge and discharge cycles is more than 25,000 times, and 100% charge and discharge without attenuation. At present, lithium iron phosphate, which has the longest cycle life, is only about one-third of the total vanadium liquid flow.
Third, if all-vanadium redox flow batteries enter large-scale commercial applications, the expected capacity increase or decrease and operation and maintenance costs are low.
The current development of vanadium batteries is hindered, the key is low output and high cost.
The essence of commercialization is a matter of accounting. Because the industrial chain is far from mature enough and the links involved are relatively complex, the one-time investment cost of vanadium batteries is relatively higher than that of lithium batteries.
Although vanadium electrolyte can be recycled and has high residual value, the prerequisite is that the industrial chain needs to be opened up first to form a closed loop of "production-use-recycling", and the promotion of industrialization needs to reduce the initial cost first and make the market accept, which directly forms a paradox.
According to incomplete statistics, the flow battery took only ten months to complete and exceeded the scale of the industry's cumulative completion in the past ten years.
The influx of capital and market demand are rapidly maturing the vanadium battery industry chain.
The enterprises on the domestic vanadium battery track are mainly divided into two groups, one is the self-research and incubation of scientific research institutes or start-ups brought out by well-known professors, represented by Dalian Rongke; The other group is entrepreneurial enterprises that absorb and acquire foreign technology, represented by Beijing Puneng.
As a new technical route. Although the technology is not as good as "lithium" in the field of vehicle power and consumer electronics (because the volume is too large), it has hit the "seven inches" of lithium batteries in energy storage applications, intrinsically safe, long-term energy storage for more than 4 hours, and long cycle life, all of which reflect outstanding performance advantages.
Stock Financing Information: Technology, Capital and Economic Dynamics
---
Samsung Electronics challenges 6G data transmission record
In order to evaluate next-generation network cellular devices, South Korea's Samsung Electronics said it will conduct 6G tests in the 12.7GHz-13.25GHz band within a distance of 1 km around Plano, Texas, USA. Samsung Electronics USA has applied to the Federal Communications Commission (FCC) for a radio frequency license. At the end of 2021, Samsung Electronics applied for a radio frequency license for a distance of 500 meters in Texas and conducted 6G tests. The test distance of this application has increased again, and if the test is successful, it will refresh the transmission distance record of 6G data.
5.5G commercial "gear acceleration", A-share companies compete to seize industrial opportunities
5G-A (also known as 5.5G) is commercially available for "gear acceleration". After taking the lead in completing all 5G-A functional tests in September this year, Huawei announced on the evening of October 21 that it has recently completed 5G-A technical performance tests under the organization of the IMT-2020 (5G) Promotion Group. Industry insiders believe that this is of great significance for 5G-A to commercialize, related products and industry maturity. At present, local governments have issued policies to support the accelerated deployment of 5G-A networks, and the industry has also accelerated the pace of developing 5G-A solutions and new applications, and building a new 5G-A ecosystem. A-share companies are important participants in the layout of 5G-A. Since September, dozens of listed companies have disclosed their relevant layouts in the 5.5G field through announcements, investor interactive platforms or institutional research.
Application market expansion, BC battery or accelerate popularization
"At present, if all kinds of battery technologies want to further improve the conversion efficiency, they will eventually point to the BC structure." Tong Hongbo, head of the first institute of LONGi Green Energy Central Research Institute, said at the BC Battery Industry Technology Forum held on October 22. Experts believe that with the continuous expansion of the downstream application market, the leading role of superimposed leading enterprises and the comprehensive development of the industrial chain, BC batteries will usher in rapid development and popularization, and it is expected that the market share of BC batteries is expected to reach more than 15% in 2025.
The industrial chain of 100 leading enterprises accounts for more than 10 trillion yuan: the cash flow difficulties of small and medium-sized enterprises need to be solved
Statistics find that taking A-share listed companies as a sample, the top 100 companies (excluding the financial industry) reflect a strong ability to account for money in the industrial chain. As of the 2023 half-year report, the balance of the industrial chain of the top 100 listed companies is 13.76 trillion yuan, and the balance of the occupied funds is 3.71 trillion yuan, and the difference of 10.05 trillion yuan between the two is the net account of the industrial chain of these head companies. The net account of more than 10 trillion yuan highlights the squeeze intensity of leading enterprises on a large number of small and medium-sized enterprises in the industrial chain.
13 provinces released their report cards for the first three quarters, with an average GDP growth rate of 6.0%
According to incomplete statistics, as of October 22, at least 13 provinces such as Zhejiang, Sichuan and Hubei have announced the economic operation of the first three quarters, and the GDP growth of the above 13 provinces in the first three quarters reached an average of 6.0% year-on-year, outperforming the national growth rate (5.2%). Song Xiangqing, deputy dean of the Institute of Government Management and director of the Industrial Economy Research Center of Beijing Normal University, said that various localities have further strengthened policy incentives, credit support and innovation drive through tax and fee reductions, and achieved a sustained recovery of the national economy.
Cui Dongshu: From January to August, second-hand car sales increased by 13% year-on-year, and the development of the industry returned to the fast lane
On October 22, Cui Dongshu, secretary general of the Passenger Association, said through his personal WeChat public account that second-hand cars have shown rapid development in recent years, rising from 6 million units in 2014 to 17.59 million units in 2021, an increase of 11 million units in 7 years, and the performance of substantial growth is relatively strong. In 2022, the overall used car transaction volume showed a relatively low state, down 9% year-on-year. The development of the used car industry is back on the fast track. Used car sales from January to August 2023 reached 11.9 million units, up 13% year-on-year. At the same time, due to the continuous improvement of the grade of second-hand car transactions, the second-hand car transaction volume has gradually increased, and the second-hand car transaction volume reached 1,059.6 billion yuan last year, and reached the level of 741.9 billion yuan from January to August this year, reflecting the continuous improvement of the product grade of second-hand car transactions.
Ali Dharma Academy released a large model of remote sensing AI
On October 20, Ali Damo Academy released the industry's first remote sensing AI large model. According to reports, the model can identify farmland, crops, buildings, etc., and improve the analysis efficiency of remote sensing applications such as disaster prevention, natural resource management, and agricultural yield estimation. At present, the model has been openly used on the AI Earth Earth Science Cloud platform.
Ministry of Commerce: National live streaming e-commerce sales from January to September were 1.98 trillion yuan, an increase of 60.6%
News on October 20, the person in charge of the e-commerce department of the Ministry of Commerce introduced the development of e-commerce in mainland China from January to September. New formats such as live streaming e-commerce are developing strongly. First, to drive consumption increment, 151 of the 170 national e-commerce demonstration bases have established live broadcast bases, and the national live broadcast e-commerce sales reached 1.98 trillion yuan, an increase of 60.6%, accounting for 18.3% of online retail sales, and live streaming e-commerce drove a zero growth rate of 7.7 percentage points. The second is to promote entrepreneurship and employment, with 3.374 million active e-commerce anchors, an increase of 164.3%. The third is to promote industrial transformation, the proportion of self-broadcast by enterprises has increased to nearly half, new scenarios such as store broadcasting, factory broadcasting, and walking broadcasting have been continuously expanded, and long-established brands have touched the Internet through live broadcast to expand marketing channels.
So far, the fastest chip running AI "Arctic" has been launched, and the speed and energy efficiency are more than 20 times higher than similar products
IBM recently launched a brain-like chip "North Pole", which runs image recognition algorithms driven by artificial intelligence 22 times faster than similar commercial chips and 25 times more energy efficient. The research paper was published in the October 19 issue of the journal Science.
The following is today's equity financing events compiled for you by [Stock Finance Easy Information].
---
Hongzheng Energy Storage completed a series A financing of nearly 100 million yuan
Recently, Hongzheng Energy Storage completed a round of financing of nearly 100 million yuan, led by Licheng Capital, followed by well-known institutions such as Kaifeng Venture Capital.
Dina Yuansheng completed tens of millions of yuan in pre-A+ round financing, and Panlin Capital invested exclusively
Hangzhou Dina Yuansheng Biotechnology Co., Ltd. (hereinafter referred to as "Dina Yuansheng") completed tens of millions of yuan of pre-A+ round financing, this round of financing was exclusively invested by Panlin Capital, and Xinghan Capital continuously served as the exclusive financial advisor. Previously, the company obtained multiple rounds of financing led by Taiyu Investment (angel round) and Qi Ji Investment (Pre-A round), followed by Ji60 Fund and Muren Investment within one year, which will further consolidate the company's technical advantages in the field of DNA nano-targeted vectors and promote the research and development of multiple pipelines such as tumors, metabolic diseases, and vaccines.
Fudan alumni started a business, and Xuanyan Biotechnology completed tens of millions of yuan in angel round financing
Shanghai Xuanyan Biotechnology Co., Ltd. (hereinafter referred to as "Xuanyan Biotechnology") announced the completion of an angel round of financing of tens of millions of yuan exclusively led by Hainan Ganghui Investment Partnership. The funds raised will be used for preclinical research on the world's new cancer target antibody drug INTX-001, the development of downstream IVD pipelines, and IVD products and software related to AI prediction of major disease processes (early screening, metastasis, etc.). Founded in April 2021, Xuanyan Biotech is committed to building AI drugs, early screening, and auxiliary diagnosis platforms that have not yet met their needs.