laitimes

7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!

7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!

Securities Times E Company

2024-05-21 12:19Published on the official account of "E Company" under Guangdong Securities Times

In early trading today, A-shares as a whole fluctuated slightly, and the trading volume of the two cities shrank.

On the disk, composite copper foil, AI mobile phone PC, glass substrate, warehousing and logistics and other sectors are relatively active, while gold, lab-grown diamonds, large aircraft, carbon fiber and other sectors are among the top decliners.

The demand for composite copper foil is growing at a super high speed

Composite copper foil opened high in the morning, and the plate index rose nearly 4% intraday, and the half-day transaction exceeded yesterday's full-day transaction.

7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!

Voge Optoelectronics opened the daily limit and closed the board for the third consecutive day; British Union shares rose in a straight line, and the daily limit was closed in only about 7 minutes; Wanshun New Materials, Yuanchen Technology, etc. also rose by more than 10%.

7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!
7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!

In recent years, with the rapid development of new energy vehicles, energy storage and other fields, the demand for lithium batteries has grown rapidly, driving the demand for copper foil to rise rapidly. Copper foil is the current collector material for lithium battery anode, and the thinner the copper foil, the more the energy density of the battery increases. However, the continuous thinning of copper foil thickness also brings many problems such as safety and more complex processes. A single copper foil can no longer meet the requirements of battery technology development, so composite copper foil came into being.

According to data from the China Business Industry Research Institute, the market size of composite copper foil in mainland China will reach about 9.28 billion yuan in 2023, and the market size is expected to reach 18.21 billion yuan in 2024 and 29.15 billion yuan in 2025.

Bergers Consulting also predicts that the global output of composite copper foil will reach 200 million square meters in 2023, corresponding to the demand for 17GWh batteries, and is expected to reach about 800 million square meters in 2024 and 2.9 billion square meters in 2025, and the market penetration rate will increase to 10%. In the long term, the penetration rate of composite copper foil is expected to increase to 22% in 2030, and the demand will reach 19.2 billion square meters.

The rapid development of the industry has attracted A-share listed companies to actively deploy. British Union Co., Ltd. recently said on the interactive platform that composite copper foil products have been sent to many companies and are intensively carrying out sample testing and feedback stages; Defu Technology also said that the company's composite copper foil research is used in electronic circuits, and its performance and technical route are better than the current process of laminating the substrate and pure copper copper foil; Wanshun New Materials revealed that the first order for composite copper foil has been delivered.

CICC believes that the amount of copper used in 6-micron composite copper foil is nearly 70% less than that of traditional copper foil, and its cost advantage will be significantly expanded in the context of rising copper prices. In the future, as copper prices continue to rise, the pricing of composite copper foil will be more than 10% lower than that of traditional copper foil, and the price advantage will be more prominent.

AI mobile phone PC bucked the trend

AI mobile phone PC also bucked the trend in early trading, and the sector index once rose in a straight line and rose nearly 3%. Yingli shares opened high and quickly rose by 20%, and the stock price hit a new high, with a half-day transaction surging by nearly 200% compared with yesterday's full-day transaction; Leishen Technology and Siquan New Materials both rose by more than 10%, and the trading volume increased by at least 1 times compared with yesterday.

7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!

In the early hours of this morning, Beijing time, Microsoft announced that it will launch a new personal computer (PC) with artificial intelligence. Microsoft CEO Satya Nadella believes that a new generation of more powerful personal computers (PCs) equipped with specific artificial intelligence (AI) chips will reignite the long-term competition between Windows PCs and Apple Macs.

It is reported that part of the performance advantage of Microsoft's computer comes from its chip designed for artificial intelligence tasks. Microsoft says the PCs, whether from the Surface series or other manufacturers, will be more powerful than Apple's top-of-the-line MacBook Air M3, with speeds up to 58 percent.

After "AI mobile phones" have become the object of widespread attention in the industry, the competition of "AI PC" in the direction of artificial intelligence has also begun to heat up.

In the past month, Huawei has taken the lead in releasing the new MateBook X Pro, which is the first to access the self-developed Pangu model. Immediately after Apple's M4 series chips are exposed, the new Mac computer series may be unveiled before the end of this year, and the new products will be able to execute more complex AI instructions; Lenovo also released a number of PC products, including the double-sided screen Yoga Book 9i Yuan Qi Edition, equipped with Lenovo Xiaotian AI intelligent twins.

With the introduction of AI features, there has also been a significant increase in PC sales and pricing. According to market research firm Canalys, global PC shipments declined year-on-year for seven consecutive quarters until the fourth quarter of last year, when shipments rose 3% year-on-year to 57.2 million units in the first quarter of this year, which may indicate that a new wave of replacement is coming.

Lenovo recently released the Yoga Book 9i Yuan Qi Edition, with a starting price of 17,999 yuan, an increase of 6% over the same model released last year. The price of other PC products equipped with AI agent Xiaotian also generally exceeds 10,000 yuan; Huawei's MateBook X Pro starts at 11,199 yuan, a price range that has been Apple's dominant area before.

Guohai Securities said that from the perspective of the development history of mobile phones and PCs, the empowerment of AIGC may bring the two into a new stage of development. AI technology continues to evolve, large models continue to iterate and show a trend of sinking to the device side, and we are optimistic about the investment opportunities of AI PCs and AI mobile phones. In terms of hardware, it is recommended to pay attention to chip and memory manufacturers, such as Tongfu Microelectronics, Juchen Co., Ltd. and GigaDevice. In terms of terminal equipment, it is recommended to pay attention to PC/mobile phone providers and foundries with a high market share, such as Lenovo Group, Everbright Tongchuang, etc.

View original image 20K

  • 7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!
  • 7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!
  • 7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!
  • 7 minutes to block the limit! The A-share super track suddenly soared, and many straight lines slammed!

Read on