Tips: Whether a seed can take root and grow into a big tree depends not only on the seed itself. In addition, it is also necessary to look at the objective environment such as soil, light, water source, and animals where the seeds grow. Information is like a seed, whether it can affect the rise of stock prices also depends on the objective environment of the market at that time. Calm, rational and objective analysis and decision-making are very important prerequisites for successful investment and speculation.
1. Investment information
1. Zhijie S7 will make its world debut in June for commercial parking on behalf of driving, focusing on investment opportunities in the intelligent driving industry chain
According to media reports, at the new M5 press conference on April 23, Huawei's Yu Chengdong also mentioned information about Zhijie S7. He said that Zhijie S7 has high-end intelligent driving that can be enjoyed when you pick up the car, equipped with 192 lines of mass production of the highest specification lidar, to achieve more than 40,000 cities and towns across the country to open at will, and announced that Zhijie S7 will be the world's first commercial parking VPD in June, to achieve "find your own parking space and park yourself".
According to reports, the Zhijie S7 equipped with Huawei's visual intelligent driving solution——HUAWEI ADS will support vehicles to find parking spaces and park in independently, and after the parking spaces are occupied, they can intelligently find other parking spaces, and can independently complete complex scenarios such as reversing avoidance, meeting vehicles, and avoiding pedestrians, and support one-click summoning of mobile phones to realize car finding. Analysts believe that the domestic high-end intelligent driving welcomes the multiple benefits of the policy side + the industry end + the cost side, and the industrial progress is expected to accelerate.
Jieshun Technology (002609) and Huawei have jointly created the JieParking meta-service developed based on the HarmonyOS API, which has covered 43,000 smart networked parking lots in 386 cities across the country and served more than 120 million car owners.
Runhe Software (300339) has a comprehensive ecosystem cooperation with Huawei, and the company is actively deploying in automotive intelligence fields such as autonomous driving and intelligent cockpits.
2. The new sodium-ion battery hopes to replace the lithium battery industry and expects to cross the threshold of "GW-level shipments" this year
Recently, a research team led by Professor Jeung Ku Kang of the Department of Materials Science and Engineering at the Korea Advanced Institute of Science and Technology (KAIST) has successfully developed a fast-charging high-energy, high-power hybrid sodium-ion battery that can be fully charged in seconds. The research results were published in the top academic journal Energy Storage Materials, and this innovative hybrid energy storage system combines the anode material used in traditional batteries with the cathode material used in supercapacitors, so that the battery can not only achieve large-capacity storage, but also be able to charge and discharge quickly, which is expected to be a viable alternative to lithium-ion batteries.
Sodium battery has the characteristics of wide temperature performance, high cycle efficiency life and conversion efficiency, in low-speed vehicles, energy storage and other application scenarios, lithium batteries can be replaced, Chery, JAC, Yadea, Emma and other A00 cars and two-wheeled vehicles have officially announced new sodium electric products. In recent years, the sodium battery market has been booming, with as many as 29 new projects signed in battery R&D, manufacturing and pack links alone, with a planned production capacity of more than 290 GWh and a total investment of more than 114 billion yuan. With the continuous upgrading and breakthrough of technology, the future prospects of the sodium battery industry are promising. This year, the sodium battery industry will cross the threshold of "GW-level shipments" and reach a scale of 3 GWh to 5 GWh, while last year's shipments were only about 0.2 GWh.
The sodium-ion batteries of Transart Technology (002866) have the advantages of high safety, excellent thermal stability, high rate charging, high low temperature discharge rate, and high cost performance, and can be widely used in A00 class vehicles, small power vehicles, power tools, energy storage and other fields.
Haike Xinyuan (301292) company's electrolyte solvent products can be used in the field of sodium-ion batteries.
3. Meta opens the operating system to third parties The development of the XR industry is expected to accelerate
According to reports, Meta recently said that it will open its Quest headset operating system to rival device makers, including Microsoft, for the first time in order to expand the company's influence in the emerging virtual reality (VR) and mixed reality (MR) industries. In the past, Meta's Quest operating system used a closed model similar to Apple's, but now the company has decided to move it to a more open Android model to encourage other hardware manufacturers to leverage Meta's platform to co-develop XR devices.
Since 2023, a number of new products from major manufacturers have been launched one after another, including Meta's Quest3, Apple MR, etc., and the release of new products is expected to enhance the market's recognition and acceptance of XR products, promote the maturity of the XR product supply chain and the popularization of application scenarios. With the entry of giants such as Apple into the XR industry and the acceleration of the development of the content industry led by AIGC technology, the future prospects of the XR business are promising.
A-share related concept stocks mainly include Weishi Electronics (605218), Jinlong Electromechanical (300032) and so on.
4. The brain-computer interface innovation forum will be held, and technology giants will compete for layout
According to reports, it was learned from the Brain-Computer Interface Industry Alliance that at the 2024 Zhongguancun Forum, the Brain-Computer Interface Innovation Development and Application Forum hosted by the Ministry of Industry and Information Technology and the Beijing Municipal People's Government will be held on April 26. The forum will focus on the latest progress of brain-computer interface, with the goal of promoting the vigorous development of the industry, from the implantable and non-implantable paths, focusing on clinical trials and industry applications, exploring the infinite possibilities of brain-computer interfaces, and sharing scenario applications in medical, consumer, industrial, education and other fields. At the same time, a number of achievements will be released, such as the "Chinese Expert Consensus on the Implementation and Management of Clinical Research on Brain-Computer Interface for Nervous System Diseases".
Musk said that the plan for the next five years is to allow humans to communicate directly through their brains without using language. In the future, people's consciousness can be uploaded to a cloud space with the help of brain-computer interfaces, and finally realize the "immortality of consciousness" of human beings. Not only Musk's company, but also giants at home and abroad, such as Huawei, Google, and Meta, have laid out in this field. Brain-computer interface is essentially a mode of interaction, and it is expected to become the next generation of human-computer interaction technology. According to authoritative reports, the global market size of brain-computer interfaces from 2030 to 2040 will be between 70 billion and 200 billion US dollars per year.
A-share related concept stocks mainly include innovative medical (002173), Hanwei Technology (300007), etc.
5. Employ pragmatic measures to promote the establishment of the social credit system to a higher level
According to the National Development and Reform Commission, on April 19, the National Development and Reform Commission and the People's Bank of China jointly held an inter-ministerial joint meeting on the establishment of a social credit system. The meeting emphasized that practical measures should be taken to promote the establishment of the social credit system to a higher level, focusing on six aspects of work. First, it is necessary to accelerate the advancement of credit legislation. Promote the promulgation of the "Law on the Establishment of Social Credit" as soon as possible, increasing the level of legalization in the establishment of the social credit system. The second is to strengthen overall planning for the establishment of the social credit system. The third is to strengthen the sharing and application of credit information, and accelerate the integration of local financing credit service platforms. Fourth, complete credit restoration systems. Fifth, improve the efficiency of credit supervision.
A-share related concept stocks mainly include Xinguodu (300130), Yinzhijie (300085), etc.
6. The "strongest AI chip" is expected to be mass-produced in September, and the PCB industry chain will welcome the opportunity
According to Jiwei network news, Quanta, a major electronic foundry manufacturer, said that servers equipped with Nvidia GB200 are expected to be mass-produced in September. The GB200 is the next generation of GPUs launched by NVIDIA and is expected to be a major driving force for the high-end GPU product line. At present, large language models continue to be trained around the world, and the demand for AI servers and chips continues to grow. Quanta expects that the proportion of AI server revenue will jump from 20% last year to more than 50% this year.
GF Securities Research Institute believes that compared with traditional servers, AI servers are equipped with GPU modules. The value of a single GPUPCB in GB200 is expected to increase, which will increase the performance of the PCB board and the value of the single machine from three aspects: the increase in the PCB area, the increase in the number of layers, and the improvement of the supporting CCL material standard. HDI technology can further reduce the routing space and component spacing on the PCB, improving the integration and performance of the server. Domestic manufacturers have obvious competitive advantages.
Victory Giant Technology (300476) has accumulated deep high-end graphics card PCB technology, and its 5-tier 20-layer HDI products have passed the certification and achieved mass production;
Shanghai Electric Co., Ltd. (002463) The performance in the first quarter is close to the upper limit of the guidance, and the company is the leading customer in the field of computing power in Europe and the United States, and the proportion of high-multilayer boards, HDI and high-speed boards for 400G/800G switches and AI servers is expected to increase significantly.
7. The decline in fuel costs and the increase in electricity consumption have greatly increased the performance of thermal power faucets
Huaneng International (600011) announced on the evening of the 23rd that the company's operating income in the first quarter was 65.367 billion yuan, a year-on-year increase of 0.15%; The net profit was 4.596 billion yuan, a year-on-year increase of 104.25%, mainly due to the year-on-year decrease in fuel cost and year-on-year increase in electricity of domestic business units
Changjiang Securities Research Institute believes that for coal prices, after the rise last Monday and last Tuesday, the midweek has shown a peak trend, and some spot coal price indices fell again on Friday, and the price of Bohai Rim thermal coal Q5500K fell by 2 yuan/ton month-on-month, and coal prices continued to rise and lacked strong support. In addition, the call for "carbon neutrality" and the reform of the electricity market will run through the entire "14th Five-Year Plan" period, and the intrinsic value of power operators will be comprehensively revalued. Looking at the steady decline in coal prices brought about by the optimization of the supply and demand pattern, it is expected to catalyze the marginal improvement of thermal power enterprises.
In terms of companies, Guodian Power (600795) and Datang Power (601991) are all leading domestic thermal power manufacturers.
2. Company information
1. Jianke Co., Ltd.: It has some supporting testing capabilities related to low-altitude economy
Jianke Co., Ltd. (301115) said on the investor interactive platform that the company takes inspection and testing as its core business, and its business covers housing construction, municipal, railway, transportation, water conservancy, meteorological lightning protection, fire testing, environmental protection testing, food testing, consumer goods testing and other fields. At present, the company has some supporting testing capabilities involving low-altitude economy. At present, the company's main customers are SAIC Volkswagen, General Motors, SAIC Motor, Tesla, Weilai, etc., and provide a small number of testing and verification services for Xiaopeng Motors-related supply chain enterprises. The company's business has not yet involved eVTOL (flying car) orders, and the company will actively pay attention to the relevant policies of the low-altitude economy, and reasonably plan and lay out the company's future business development direction.
2. Yubang New Materials: The proportion of welding strips suitable for N-type TOPCon battery modules has gradually increased
Yubang New Materials (301266) said in an institutional survey that 0BB welding strip is mainly used in HJT battery components. After years of technology research and development, the company has accumulated rich experience in the formula adaptability, welding performance and reliability of low-temperature solders, and a number of products have been industrialized. With the rapid industrialization of N-type TOPCon cells, the proportion of welding strips suitable for N-type TOPCon cell modules has gradually increased. At the same time, the company closely follows the development trend of multi-technology in the photovoltaic industry, develops photovoltaic tin-coated ribbons suitable for different technical components, completes the technical reserves of ribbons suitable for multi-technology route components, and forms a rich product matrix.
3. Company announcement
Jiecang Drive (603583) achieved operating income of 709 million yuan, a year-on-year increase of 32.45%; The net profit was 69.3692 million yuan, a year-on-year increase of 420.77%.
Tiandeyu (688252) achieved operating income of 345 million yuan, a year-on-year increase of 46.07%; The net profit was 32.5258 million yuan, a year-on-year increase of 206.02%, due to the increase in revenue from intelligent mobile terminal display driver chip products and ESL driver chip products.
Tianfu Communication (300394) achieved operating income of 732 million yuan, a year-on-year increase of 154.95%; The net profit was 279 million yuan, a year-on-year increase of 202.68%, due to the development of AI technology and the increase in demand for computing power, the construction of global data centers drove the continuous and stable growth of demand for high-speed optical device products, especially the rapid growth of demand for high-speed products.
Polydi (300905) achieved operating income of 327 million yuan, a year-on-year increase of 76.8%; The net profit was 25.8126 million yuan, a year-on-year increase of 99.97%, due to the continuous development of new markets and the increase in Xiamen Luyi's operating income.
Lens Technology (300433) achieved operating income of 15.498 billion yuan, a year-on-year increase of 57.52%; The net profit was 309 million yuan, a year-on-year increase of 379.02%, due to the increase in smartphone and computer business.
Jiansheng Group (603558) achieved operating income of 549 million yuan, a year-on-year increase of 10.42%; The net profit was 82.2249 million yuan, a year-on-year increase of 112.06%.
Dianguang Technology (002730) and Zhejiang Yungu invested in the establishment of Zhejiang Dianguang Cloud Technology with a registered capital of 50 million yuan. The new company plans to establish an intelligent computing center and data center to better provide services such as big data, large models, Internet of Things, artificial intelligence and machine learning, server hosting and network access to the market.
The new product of automotive electronic intelligent acceleration sensor chip jointly developed by Guoxin Technology (688262) and Lesnet has been successfully tested internally. This is a special chip for intelligent accelerometers in the field of automotive electronics, and the chip resources and configuration have been fully communicated with many domestic first-line automobile manufacturers, which can meet the application needs of these manufacturers in the field of automotive accelerometers.
Narui Radar (688522) was recently recommended as the first winning candidate in the weather radar equipment procurement project of Guangdong Yuecai Financial Leasing Co., Ltd., with an estimated winning bid amount of about 238 million yuan.
Tonghua Dongbao (600867) participated in the national centralized drug procurement (insulin special continuation) declaration organized by the National Joint Procurement Office for Centralized Procurement and Use of Drugs, and the company's human insulin injection and other specifications of products are planned to be selected for this centralized procurement, and the total sales of the selected products in 2023 will be 2.558 billion yuan.
ZTE (000063) said on the interactive platform that the company is currently the mainstream supplier of computing power servers in the domestic market and the main supplier of Baidu servers. In the first quarter of 2024, the company's AI servers will be shipped to operators and Internet companies, and intelligent computing projects related to 1000/10000 calorie clusters will be expanded simultaneously.
Jinlei Co., Ltd. (300443) plans to invest in the construction of high-end transmission equipment science and technology innovation industrial park project (phase I), with a total planned investment of 2.651 billion yuan.
Kexin Technology (300565) won the bid for communication battery series products for major European customers.
Hengdian East Magnetic (002056) plans to repurchase the company's shares with 200 million yuan to 400 million yuan.
Jiangling Motors (000550) net profit in the first quarter increased by 163.95% year-on-year.
Yanjin Shop (002847) net profit in the first quarter increased by 43.1% year-on-year.
Kingsoft Office (688111) made a net profit of 367 million yuan in the first quarter, a year-on-year increase of 37.31%.
Tonghua Dongbao (600867) human insulin injection and other specifications of products are planned to be selected for centralized procurement of drugs nationwide.
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【Disclaimer】
The information in this information is mainly derived from public information such as Times Wealth Information, CSI Express, SSE Early Know, etc., and this number does not make any guarantee for the accuracy and completeness of these information. The content and opinions expressed in the information are for informational purposes only and do not constitute investment advice for the trading of the securities described. The stock market is risky, please analyze and invest rationally!