mined the sector stocks opportunities when Qianlong did not use them, experienced the trial market of and the start of Yue Zaiyuan, until the bright sign of Feilong Zaitian started, and the exit before Kanglong had regrets. , this is our pursuit, and we are always getting closer. It’s hard, but that’s no reason to give up!
Investment quotes: Follow the trend and spend all your time studying the correct trend of the market. If you stay consistent, profits will roll in! --[US] Gann
Important news:
National major scientific and technological infrastructure "Steady-state Strong Magnetic Field Experiment" "Device" achieved a major breakthrough.
Xin Baoan, chairman of the State Grid Corporation of China: It is expected that in 2030, my country's new energy power generation installed capacity will surpass coal power and become the largest power source.
The Ministry of Water Resources and China Meteorological Administration jointly issued an orange flash flood disaster weather warning at 18:00 on August 14.
The resumption rate of the first and second batch of 1,962 major projects in Ningxia reached 97.1%.
Ai Xuefeng, Director of the Guangdong Provincial Development and Reform Commission: Guangdong’s REITs industry has huge potential and broad prospects.
Beijing releases its first digital human industry policy.
The Yuan Universe recruitment wave has begun: a high salary of 5 million is not uncommon, but technical talents are the scarcest.
The 6th Silk Road International Expo opened in Xi'an.
htmlThe increase in social financing scale in July was 756.1 billion yuan; the stock of social financing scale at the end of July was 334.9 trillion yuan, a year-on-year increase of 10.7%; the balance of broad money (M2) at the end of July was 257.81 trillion yuan, a year-on-year increase of 12%; 7 RMB loans increased by 679 billion yuan in March, a decrease of 404.2 billion yuan year-on-year.
The optimization of the Shanghai-Shenzhen-Hong Kong Stock Connect trading calendar has been officially launched: Shanghai-Shenzhen-Hong Kong Stock Connect transactions can be opened on common trading days.
National Energy Administration : From January to July, the electricity consumption of the whole society increased by 3.4% year-on-year.
National Medical Insurance Administration: The first domestically produced COVID-19 oral drug can be temporarily included in medical insurance reimbursement.
learned from the 2022 World 5G Conference that 5G is accelerating the development of the digital economy . As of June this year, national operators have invested a total of 401.6 billion yuan in 5G. Together with mobile traffic, mobile phone information services and other consumption, the accumulated direct and indirect economic boost The output was 8.56 trillion yuan, and the economic added value reached 2.79 trillion yuan.
Huawei achieved sales revenue of 301.6 billion yuan in the first half of the year.
Good news for the industry:
Industrial brain has good news! !
PLC (programmable logic controller) has important applications in industrial robots and can be called the "brain" for controlling industrial robots. However, foreign investment accounts for nearly 90% of the domestic PLC market, mainly European and American Siemens , Rockwell , and Japanese Mitsubishi , Omron . At present, local brands mainly provide small PLC products. Large and medium-sized PLCs are basically monopolized by foreign countries. There is huge room for substitution of domestic PLC. Six departments including the Ministry of Science and Technology issued the "Guiding Opinions on Accelerating Scenario Innovation and Promoting High-Quality Economic Development with High-level Application of Artificial Intelligence." Encourage in-depth exploration of artificial intelligence technology application scenarios in key industries such as manufacturing, agriculture, logistics, finance, commerce, and home furnishing to promote the high-end and efficient development of the smart economy. In the manufacturing field, priority is given to exploring intelligent scenarios such as industrial brains, robot-assisted manufacturing, machine vision industrial inspection, and equipment interconnection management.
concept stocks : Keyuan Wisdom 002380, General Shares 601500, Hyde Control 002184, Soft Control Shares 002073
The third generation of semiconductors is ushering in good news!
The Bureau of Industry and Security (BIS) of the U.S. Department of Commerce announced that starting from August 15, two ultra-wide bandgap substrate semiconductor materials , diamond and gallium oxide (Ga2O3), will be used to design the GAAFET architecture (full gate field effect transistor). The advanced chip EDA software tools and the pressure gain combustion technology used in the gas turbine engine are included in the commercial control list, and the export of these technologies is controlled. China is the world's largest importer and consumer of chips.
mined the sector stocks opportunities when Qianlong did not use them, experienced the trial market of and the start of Yue Zaiyuan, until the bright sign of Feilong Zaitian started, and the exit before Kanglong had regrets. , this is our pursuit, and we are always getting closer. It’s hard, but that’s no reason to give up!
Investment quotes: Follow the trend and spend all your time studying the correct trend of the market. If you stay consistent, profits will roll in! --[US] Gann
Important news:
National major scientific and technological infrastructure "Steady-state Strong Magnetic Field Experiment" "Device" achieved a major breakthrough.
Xin Baoan, chairman of the State Grid Corporation of China: It is expected that in 2030, my country's new energy power generation installed capacity will surpass coal power and become the largest power source.
The Ministry of Water Resources and China Meteorological Administration jointly issued an orange flash flood disaster weather warning at 18:00 on August 14.
The resumption rate of the first and second batch of 1,962 major projects in Ningxia reached 97.1%.
Ai Xuefeng, Director of the Guangdong Provincial Development and Reform Commission: Guangdong’s REITs industry has huge potential and broad prospects.
Beijing releases its first digital human industry policy.
The Yuan Universe recruitment wave has begun: a high salary of 5 million is not uncommon, but technical talents are the scarcest.
The 6th Silk Road International Expo opened in Xi'an.
htmlThe increase in social financing scale in July was 756.1 billion yuan; the stock of social financing scale at the end of July was 334.9 trillion yuan, a year-on-year increase of 10.7%; the balance of broad money (M2) at the end of July was 257.81 trillion yuan, a year-on-year increase of 12%; 7 RMB loans increased by 679 billion yuan in March, a decrease of 404.2 billion yuan year-on-year.
The optimization of the Shanghai-Shenzhen-Hong Kong Stock Connect trading calendar has been officially launched: Shanghai-Shenzhen-Hong Kong Stock Connect transactions can be opened on common trading days.
National Energy Administration : From January to July, the electricity consumption of the whole society increased by 3.4% year-on-year.
National Medical Insurance Administration: The first domestically produced COVID-19 oral drug can be temporarily included in medical insurance reimbursement.
learned from the 2022 World 5G Conference that 5G is accelerating the development of the digital economy . As of June this year, national operators have invested a total of 401.6 billion yuan in 5G. Together with mobile traffic, mobile phone information services and other consumption, the accumulated direct and indirect economic boost The output was 8.56 trillion yuan, and the economic added value reached 2.79 trillion yuan.
Huawei achieved sales revenue of 301.6 billion yuan in the first half of the year.
Good news for the industry:
Industrial brain has good news! !
PLC (programmable logic controller) has important applications in industrial robots and can be called the "brain" for controlling industrial robots. However, foreign investment accounts for nearly 90% of the domestic PLC market, mainly European and American Siemens , Rockwell , and Japanese Mitsubishi , Omron . At present, local brands mainly provide small PLC products. Large and medium-sized PLCs are basically monopolized by foreign countries. There is huge room for substitution of domestic PLC. Six departments including the Ministry of Science and Technology issued the "Guiding Opinions on Accelerating Scenario Innovation and Promoting High-Quality Economic Development with High-level Application of Artificial Intelligence." Encourage in-depth exploration of artificial intelligence technology application scenarios in key industries such as manufacturing, agriculture, logistics, finance, commerce, and home furnishing to promote the high-end and efficient development of the smart economy. In the manufacturing field, priority is given to exploring intelligent scenarios such as industrial brains, robot-assisted manufacturing, machine vision industrial inspection, and equipment interconnection management.
concept stocks : Keyuan Wisdom 002380, General Shares 601500, Hyde Control 002184, Soft Control Shares 002073
The third generation of semiconductors is ushering in good news!
The Bureau of Industry and Security (BIS) of the U.S. Department of Commerce announced that starting from August 15, two ultra-wide bandgap substrate semiconductor materials , diamond and gallium oxide (Ga2O3), will be used to design the GAAFET architecture (full gate field effect transistor). The advanced chip EDA software tools and the pressure gain combustion technology used in the gas turbine engine are included in the commercial control list, and the export of these technologies is controlled. China is the world's largest importer and consumer of chips.In the future, the localization of China's semiconductor will mainly include three important directions: third-generation semiconductors, semiconductor equipment, and AI/large computing power chips. Among them, on the semiconductor equipment side, the localization rate of key equipment such as lithography machine is almost 0. Under the pressure of US export controls, there is room for further improvement in localization demand.
concept stocks: Nanda Optoelectronics 300346, Huada Jiutian 301269, Tianfu Energy 600509, Qianzhao Optoelectronics 300102
Digital people are facing good news! !
The "Beijing Action Plan to Promote the Innovation and Development of the Digital Human Industry (2022-2025)" was released. This is the first special support policy for the digital human industry in China. According to the "Action Plan", by 2025, the scale of Beijing's digital human industry will exceed 50 billion yuan, and a technical system, business model and governance mechanism with the characteristics of Internet 3.0 will be initially formed, becoming a national innovation highland for the digital human industry.
concept stocks: Fengshang Culture 300860, Zhejiang Internet 600986, Borui Communication 600880, Tianyu Digital 002354
stock announcement:
Oriental Risheng (300118) plans to invest 3.034 billion yuan to build a 200,000-ton metal silicon project.
GEM (002340) invested in Indonesia nickel resources to add 23,000 tons of nickel/year project.
Minglida (301268) plans to build a "new energy vehicle parts and energy storage structural parts" project in Hanshan County, Ma'anshan City, Anhui Province. Tianqi Mold (002510) plans to invest no more than 575 million yuan in the construction of automobile stamping and welding assembly manufacturing projects.
Gaomeng New Materials (300200) plans to invest 101 million yuan to build an electronic new energy adhesive project with an annual output of 46,000 tons.
Panjiang Co., Ltd. (600395) has won 21 annual construction scale projects for wind power and photovoltaic power generation, with a preliminary planned total investment of approximately 9.895 billion yuan.
CATL (300750) plans to invest no more than 7.34 billion euros in the Hungarian Times new energy battery industry base project. Jialian Technology (301193) plans to invest 1 billion yuan to build a project with an annual output of 100,000 tons of sugarcane bagasse degradable environmentally friendly materials.
Xilong Science (002584) plans to raise no more than 1 billion yuan in additional capital for high-end fine chemicals technology transformation projects and annual production of 50,000 tons of lithium iron phosphate cathode material projects.
Tianqi Co., Ltd. (002009) plans to jointly develop a new energy vehicle power battery after-sales service network with Guangzhou Huasheng.
Hongbo Co., Ltd. (002229) cooperated with Nvidia and others to establish the Beijing AI Innovation Empowerment Center.
Recombinant human growth hormone injection, a holding subsidiary of Changchun High-tech (000661), obtained a drug registration certificate for additional indications.
Chaoxun Communications (603322) subsidiary signed a 360 million yuan data center construction project contract.
The solid electrolyte pilot research and development platform of Jinlongyu (002882) subsidiary has entered the trial production stage.
Guangli Technology (300480) company focuses on the field of semiconductor and microelectronics back-end packaging and testing equipment. High-end cutting and dicing equipment and consumables can be used for cutting processes in advanced packaging such as Chiplets.
CSL Holdings (002471) Sun Company’s products produced by CSL Aerospace are used in Yangtze River series aero engines. At present, the C919 large aircraft uses imported engines. If it is replaced with the domestic Yangtze River series in the future, the company is expected to provide supporting equipment for the C919.
New share subscription:
United Chemical: Subscription code 301209, issue price 14.95 yuan/share, issue price-earnings ratio 18.93 times.
Conglin Technology: Subscription code 787370, issue price 59.76 yuan/share, issue price-earnings ratio 36.44 times.
Research report selection:
What is the difference between Xiaomi CyberOne and Cyber Dog?
According to Lei Jun’s speech, bionic robots are the most difficult direction among humanoid robots. They are the most highly integrated and difficult robot products. CyberOne robot is currently in the early stages of the industry, with a cost price of approximately 600,000-700,000 yuan. In terms of power domain, CyberOne has 13 joints and 21 degrees of freedom in the whole body, compared with only 12 in Cyber Dog. The power peak torque can reach 300N·M, which is ten times that of Cyber Dog.Compared with quadruped robots, biped robots have higher requirements for motor reliability.
In the AI domain, CyberOne can perceive 45 kinds of semantic emotions and 85 kinds of environmental semantics; it has stronger machine vision capabilities and is equipped with Xiaomi 's self-developed three-dimensional virtual vision reconstruction system, with information accuracy of up to 1% within 8 meters. In terms of natural language processing, CyberOne can already "communicate" normally with humans without any obstacles; in terms of machine vision, we believe that the humanoid robot CyberOne's environmental perception ability greatly exceeds that of the four-legged robot Cyber Dog; in terms of processors, we believe that the humanoid robot CyberOne The requirements for processors are further advanced in terms of control difficulty, computing efficiency, and computing performance (power consumption).
Investment advice: Pay attention to AI processor + AI algorithm + robot layout manufacturer
We believe that robots with AI domain are expected to be the first to achieve commercialization. The advantage of robots with AI domain is that they can perform rapid version upgrades through unified algorithm and platform software iteration. , product delivery speed and iteration cycle are significantly faster. At the same time, the unified algorithm and platform architecture can quickly attract platform developers, thereby accelerating the function upgrade of robot application versions and enriching application scenarios. In addition, the AI domain can greatly improve user acceptance and experience, thereby making robots truly intelligent.
Therefore, we actively recommend the following four investment main lines: 1) Manufacturers with self-developed AI processors, benefiting from Cambrian, SenseTime, and Haiguang Information; 2) Manufacturers with AI algorithm implementation + robot layout, focusing on recommending Keda News Fly , other beneficiary targets are Dahua Co., Ltd. , Hikvision ; 3) manufacturers of robot commercialization, the beneficiary targets are robots, Huichuan Technology , Jingsong Intelligent, Yuangguang Software , Yi Jiahe and Saiwei Intelligence; 4) Manufacturers with AI algorithm implementation, the beneficiaries are ArcSoft Technology, Yuncong Technology, Torsi , Haitian Ruixiang .
Risk Warning
The risk of policy advancement failing to meet expectations, the risk of macroeconomic decline, the risk of core technology research and development falling short of expectations, and the risk of escalating Sino-US trade frictions.
pays attention to the market pioneers, has insight into the market from different perspectives, follows the market, and respects the market! The above is only a summary of personal learning and should not be used as a basis for operation. Operations based on this are at your own risk!
Compared with quadruped robots, biped robots have higher requirements for motor reliability.In the AI domain, CyberOne can perceive 45 kinds of semantic emotions and 85 kinds of environmental semantics; it has stronger machine vision capabilities and is equipped with Xiaomi 's self-developed three-dimensional virtual vision reconstruction system, with information accuracy of up to 1% within 8 meters. In terms of natural language processing, CyberOne can already "communicate" normally with humans without any obstacles; in terms of machine vision, we believe that the humanoid robot CyberOne's environmental perception ability greatly exceeds that of the four-legged robot Cyber Dog; in terms of processors, we believe that the humanoid robot CyberOne The requirements for processors are further advanced in terms of control difficulty, computing efficiency, and computing performance (power consumption).
Investment advice: Pay attention to AI processor + AI algorithm + robot layout manufacturer
We believe that robots with AI domain are expected to be the first to achieve commercialization. The advantage of robots with AI domain is that they can perform rapid version upgrades through unified algorithm and platform software iteration. , product delivery speed and iteration cycle are significantly faster. At the same time, the unified algorithm and platform architecture can quickly attract platform developers, thereby accelerating the function upgrade of robot application versions and enriching application scenarios. In addition, the AI domain can greatly improve user acceptance and experience, thereby making robots truly intelligent.
Therefore, we actively recommend the following four investment main lines: 1) Manufacturers with self-developed AI processors, benefiting from Cambrian, SenseTime, and Haiguang Information; 2) Manufacturers with AI algorithm implementation + robot layout, focusing on recommending Keda News Fly , other beneficiary targets are Dahua Co., Ltd. , Hikvision ; 3) manufacturers of robot commercialization, the beneficiary targets are robots, Huichuan Technology , Jingsong Intelligent, Yuangguang Software , Yi Jiahe and Saiwei Intelligence; 4) Manufacturers with AI algorithm implementation, the beneficiaries are ArcSoft Technology, Yuncong Technology, Torsi , Haitian Ruixiang .
Risk Warning
The risk of policy advancement failing to meet expectations, the risk of macroeconomic decline, the risk of core technology research and development falling short of expectations, and the risk of escalating Sino-US trade frictions.
pays attention to the market pioneers, has insight into the market from different perspectives, follows the market, and respects the market! The above is only a summary of personal learning and should not be used as a basis for operation. Operations based on this are at your own risk!
