Zhijie S7 will make its world premiere of commercial parking in June, focusing on investment opportunities in the intelligent driving industry chain
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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.
$Jieshun Technology (sz002609)$ Jieshun Parking and Huawei 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.
$Runhe Software (SZ300339)$ has a full range of ecological cooperation with Huawei, and the company is actively deploying in the field of automotive intelligence such as autonomous driving and intelligent cockpit.
The "strongest AI chip" is expected to be mass-produced in September, and the PCB industry chain welcomes the opportunity
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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.
@广发证券研究所 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.
$Victory Giant Technology (SZ300476)$ Profound accumulation of high-end graphics card PCB technology, 5-order 20-layer HDI products have passed the certification and achieved mass production;
$Shanghai Electric Co., Ltd. (SZ002463)$ The first quarter performance is close to the upper limit of the guidance, and the company is located in the top customers in the field of computing power in Europe and the United States, and the proportion of high-multilayer boards, HDI and high-speed boards used in 400G/800G switches and AI servers is expected to increase significantly.
The decline in fuel costs and the increase in electricity consumption have greatly increased the performance of thermal power faucets
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$Huaneng International (SH600011)$ announced on the evening of the 23rd that the company achieved operating income of 65.367 billion yuan in the first quarter, 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
@长江证券研究所 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, $Guodian Power (SH600795)$ and $Datang Power (SH601991)$ are all leading domestic thermal power manufacturers.
【Investment Focus】
> new sodium-ion battery hopes to replace lithium batteries, and the industry expects to cross the threshold of "GW-level shipments" this year
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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.
$Transart Technology(SZ002866)$ The company's sodium-ion batteries 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.
$Haike Xinyuan(SZ301292)$ The company's electrolyte solvent products can be used in the field of sodium-ion batteries.
【Exclusive Reference】
> Jianke Co., Ltd.: It has some supporting testing capabilities involving low-altitude economy
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$Jianke Co., Ltd. (SZ301115)$ 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.
> Yubang New Materials: The proportion of welding strips suitable for N-type TOPCon battery modules has gradually increased
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$Yubang New Materials (SZ301266)$ 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.
【Financial News】
> Cyberspace Administration of the People's Republic of China: Carry out the special action of "Clear and Clear, Rectify 'Self-Media' without Bottom Line".
> Cyberspace Administration of the People's Republic of China: Platforms should require "self-media" to accurately mark the source of information when publishing relevant information such as current affairs, public policies, and social events at home and abroad.
> the National Development and Reform Commission and the People's Bank of China jointly convened an inter-ministerial joint conference on the establishment of the social credit system.
> State Food and Material Reserves Administration: Go all out to do a good job in safe production and emergency material support during the flood season.
> 2024, the screening of local government special bond projects has been completed, and a total of about 38,000 special bond projects have been screened and approved.
> Brain-Computer Interface Innovation Development and Application Forum will be held on April 26.
> Hongmeng Zhixing Xiangjie S9 will be unveiled at the 2024 Beijing Auto Show, and will be officially launched in July and August this year.
【Announcement Gold Rush】
>$ Tianfu Communication (SZ300394)$ net profit in the first quarter was 279 million yuan, a year-on-year increase of 203%.
>$ Jiangling Motors (SZ000550)$ net profit in the first quarter increased by 163.95% year-on-year.
>$ Lens Technology (SZ300433)$ net profit in the first quarter was 309 million yuan, a year-on-year increase of 379%.
>$Yanjin Shop (SZ002847)$ net profit in the first quarter increased by 43.1% year-on-year.
>$Jiecang Drive (SH603583)$ net profit in the first quarter increased by 420.77% year-on-year.
>$ Kingsoft Office (SH688111)$ net profit in the first quarter was 367 million yuan, a year-on-year increase of 37.31%.
>$Narui Radar (SH688522)$ pre-won the bid for about 238 million yuan of weather radar equipment procurement project.
>$ Tonghua Dongbao (SH600867) $ human insulin injection and other specifications of products are planned to be selected for centralized procurement of drugs nationwide.
>$Dianguang Technology Co., Ltd. (SZ002730)$ plans to establish a joint venture company to establish an intelligent computing center and data center.
【Dragon and Tiger Stands】
> funds flowed into sectors such as education and humanoid robots
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On Tuesday, the market was volatile and divergent throughout the day. At the close, the Shanghai Composite Index fell 0.74% to 3,021.98 points, the Shenzhen Component Index fell 0.61% to 9,183.14 points, and the ChiNext Index rose 0.15% to 1,753.16 points. The total turnover of the two cities was 775.4 billion yuan, a decrease of 46.7 billion yuan from the previous trading day. On the disk, education, humanoid robots, Sora concept, underground pipe network and other sectors were among the top gainers, while gold, coal, non-ferrous metals, Zhongzitou and other sectors were among the top decliners.
The data of the after-hours Dragon and Tiger list shows that:
$High-tech Development (SZ000628)$ was purchased by institutional funds, with a total net purchase amount of 154 million yuan;
$Andawell (SZ300719)$ was bought by institutional funds, with a total net purchase of 72.109 million yuan;
$Tianhe shares (SZ002999)$ were bought by institutional funds, with a total net purchase of 38.9224 million yuan;
$Zhongbing Red Arrow (SZ000519)$ was purchased by institutional funds, with a total net purchase amount of 38.1701 million yuan;
$Polydi (SZ300905)$ was bought by institutional funds, with a total net purchase of 35.6432 million yuan.
150 pieces ¥9.9 Buy