1. Hot information 1. [ platform economy launches "green light" investment cases to promote the standardized, healthy and orderly development of the industry]
For the platform economy that has attracted much attention from the market, the report clearly states that it will support and guide the standardized, healthy and sustainable development of the platform economy, complete special rectification of the platform economy, implement normalized supervision, and launch a batch of "green light" investment cases. Related stocks: Kaichun Co., Ltd. (301001) is determined to become an ISV service provider for mainstream platforms. The online channels currently cover Tmall , Taobao, JD , Douyin , Vipshop , Xiaohongshu, NetEase Kaola, WeChat official mall and brand official website mall.
Qingmu Co., Ltd. (301110)'s main business is to provide one-stop comprehensive e-commerce services to globally renowned brands, and mainly help brands conduct business on domestic e-commerce platforms such as Tmall, JD.com, Vipshop, and Douyin.
2, [The first domestic 512-line lidar is launched next year, and the industry is expected to usher in an accelerated explosion]
The domestic lidar leader Beixing, the first high-performance autonomous driving 512-line laser main radar, will be officially launched in the second quarter of next year. It is reported that the main model of a new domestic car-making force adopts the industry's highest technical level 512-line high-performance lidar provided by Beixing - this means that Beixing's automotive-grade laser main radar has entered the countdown to mass production, and China's automotive-based lidar market will officially enter the "512 era". Related stocks: Yongxin Optical (603297) Company actively seizes the industry opportunities of lidar vehicle applications, and establishes stable and good cooperative relationships with well-known domestic and foreign companies in the field of lidar such as Quanergy, Hesai, Innoviz, Magna, Innovusion, Beixing Photonics; as a number of models equipped with lidar may be mass-produced and launched, the business will enter a rapid growth channel.
Tianfu Communications (300394) company supports optical device products to lidar manufacturers, and is currently progressing smoothly. Some products have entered stable mass production in the fourth quarter of this year. It is expected that larger-scale delivery will be carried out next year and more customers will introduce mass production.
3, [Five departments issue the action plan for the integration of virtual reality and industry applications, and the industry welcomes rapid opportunities]
On November 1, the Ministry of Industry and Information Technology, the Ministry of Education, the Ministry of Culture and Tourism, the State Administration of Radio and Television, and the State Administration of Sports , and the State Administration of Sports issued the "Action Plan for the Integration of Virtual Reality and Industry Applications (2022-2026)" to comprehensively improve the industrial supply capacity of key virtual reality devices, terminal peripherals, business operation platforms, content production tools, and special information infrastructure. Develop key devices such as high-performance virtual reality special processing chips and near-eye displays to promote the development of diversified terminal products such as integrated and split types, and improve the comfort, ease of use and security of terminal products. Increase investment in the development of content production tools and improve the supply level of high-quality content.
related stocks: Leyard (300296), Baotong Technology (300031), etc.
4, [Wi-Fi 7 is here and will become the core of cutting-edge application scenarios such as the metaverse]
TP-Link officially announced that it will release its first Wi-Fi 7 router on November 14, 2022, and several network devices equipped with cutting-edge Wi-Fi 7 technology will also be displayed at that time. Not only does the transmission speed improve, Wi-Fi 7, as a new generation standard, also brings many new features, including wider channels, more efficient QAM modulation, multi-connection, adaptive connection, etc.
related stocks: Zhuoyi Technology (002369) mainly engages in Wi-Fi technology and equipment, and has begun to layout the new generation of Wi-Fi7 technology.
Broadcom Integration (603068) is actively planning to plan the field of WiFi chips and is at the leading level in the research and development and design of RF chips that are the most critical to WiFi design.
5, [Five departments issue documents to promote the integrated development of virtual reality and industry applications]
The Ministry of Industry and Information Technology and other five departments issued the "Action Plan for the Integration of Virtual Reality and Industry Applications (2022-2026)" and proposed to comprehensively improve the industrial supply capacity of key virtual reality devices, terminal peripherals, business operation platforms, content production tools, and special information infrastructure. Develop key devices such as high-performance virtual reality special processing chips and near-eye displays to promote the development of diversified terminal products such as integrated and split types, and improve the comfort, ease of use and security of terminal products. Increase investment in the development of content production tools and improve the supply level of high-quality content.
related stocks: Guo Optoelectronics (002045) VR product acoustic module technology has been recognized and used by VR leading platform companies.
Huace Film and Television (300133) has invested in and participated in a number of companies and entered the fields of AR/VR content production and broadcasting.
6. [China Mining Association held a meeting to propose that the entire electrolytic manganese industry will be suspended for phased production]
On October 30, 2022, the electrolytic manganese industry 2023 work plan seminar hosted by Hunan Chuanglian Manganese Industry Technology Co., Ltd. was held in Shanghai Century Hui Multifunctional Hall. The board members and supervisors of the China Mining Association Electrolytic Manganese Innovation Working Committee attended the meeting. The meeting put forward six suggestions, including the goal of shutting down all in January 2023 and the 50% suspension of production from February to December 2023, submitted to the board of directors, and the board of directors voted to pass all.
related stocks: Xiangtan Electrochemical (002125), Hongxing Development (600367), etc.
7. [The important plan for the virtual reality industry is issued and institutions are optimistic about the prospects of the industrial chain]
Five departments issued the "Action Plan for the Integration of Virtual Reality and Industry Applications (2022-2026)", proposing that by 2026, the overall scale of my country's virtual reality industry will exceed 350 billion yuan, and the sales of virtual reality terminals will exceed 25 million units, and 100 backbone enterprises with strong innovation capabilities and industry influence will be cultivated; virtual reality will be applied on a large scale in important economic and social industries, forming several backbone enterprises and industrial clusters with strong international competitiveness.
related stocks: Goertek (002241) occupies 70% of the global mid-to-high-end virtual reality headset market share, and is the first to introduce a 12-inch nanoimprint production line to create a world-leading VR/AR high-end optical components industry base;
Skyworth Digital (000810) self-developed the world's first consumer-grade 6DoF short-focus VR all-in-one Pancake IC;
Guo Optoelectronics (002045) VR acoustic module has been introduced to overseas M customers and domestic P and Q customers and other industry leaders, occupying the main customer share.
8, [The 23rd Pacific Nuclear Energy Conference was held, with great room for growth in China]
The 23rd Pacific Nuclear Energy Conference with the theme of "Nuclear Energy Innovation, Zero Carbon Future" was held on November 1, and a sub-forum was set up on hot topics in the industry such as "Innovation of Nuclear Energy Reactors" and "Safe Nuclear Energy, Low Carbon Future". On the same day, the Liaoning Hongyanhe Nuclear Power Plant nuclear energy heating demonstration project was officially put into operation and heating. This is the first nuclear energy heating project in the Northeast region of , benefiting nearly 20,000 local residents. Related stocks: Lanshi Heavy Installation (603169), China Nuclear Technology (000777), etc. are actively deploying nuclear power business.
9, [Photovoltaic modules have been released in three years, and it is expected to increase operators' willingness to install]
National Power Investment Corporation announced the 52nd, 53rd and 57th batches of photovoltaic modules in 2022, with a total scale of 13.49GW. The winning bidders include Jinko Energy , Tongwei Solar Energy , etc. This includes a 12GW three-year framework long order, which means that the price of photovoltaic modules will stabilize at around 1.8 yuan/W in the next three years. People familiar with the matter said that in exchange for future orders, component companies will digest part of the price increase this year, allowing investors to complete their annual investment tasks.Related stocks: Guangyu Development (000537) had cash and accounts receivable of 4.323 billion yuan at the end of the third quarter, and accounts receivable of 5.835 billion yuan, which can support the development of about 10GW of new energy installed capacity;
Jinkai New Energy (600821) As of the end of last year, Green Electric subsidized receivables of about 3.4 billion yuan, which is expected to benefit from the gradual implementation of subsidy verification.
2. Individual stock announcement
[Stock resume trading ]
ST Tianma, *ST Helen
[ stock suspension ]
Yingfangwei 000670: Reorganization matters will be reviewed,
water-made gas will be suspended 603318: Reorganization matters will be reviewed,
ST Zotye will be suspended 2nd
000980: Revoke other risk warnings suspended trading 1 days [Major matters]
- Weitang Industrial: plans to raise funds of no more than 690 million yuan for new energy vehicle core punch-welded parts production capacity project and supplementary working capital project
- Red Star Development: plans to raise funds of no more than 580 million yuan for new energy vehicle km6km6km10
- Red Star Development: plans to raise funds of no more than 580 million yuan Used to acquire 75% equity of Qingdao Hongdie New Materials Co., Ltd. , etc.
- Guangyang shares : Become a supplier of eight new energy gearbox special bearings for a leading new energy vehicle bus
- Weisi Medical: intends to invest 58.8 million yuan to acquire 70% of the equity of Keruida Laser
html l4 [Resume and repurchase]
- Xinfengming: Some directors of the company plan to increase their holdings of 40 million yuan to 60 million yuan in total
- Time and Space Technology: Plan to repurchase shares for 30 million yuan to 60 million yuan
- Mercury Home Textiles : Plan to repurchase the company's shares for 30 million yuan to 60 million yuan
- Mercury Home Textiles : Plan to repurchase the company's shares for 30 million yuan to 60 million yuan 6
[Large reduction plan and other]
- Sanxiong Aurora : Shareholders plan to reduce their holdings by no more than 6.74% of shares
- Huiyu Pharmaceutical : Shareholders plan to reduce their holdings by no more than 4.737% of shares
- Lanwei Medical : Hailan Group . Directors plan to reduce their holdings by no more than 4.61% of shares
- Mei Ansen : Shareholders plan to reduce their holdings by no more than 3% of shares
- Tianhe Light Energy : Shareholders plan to reduce their holdings by no more than 2.95% of shares
- Yakang Shares: 5 shareholders plan to reduce their holdings by no more than 2.83% of shares
- Jiudian Pharmaceutical: The three shareholders plan to reduce their holdings by no more than 2.3% of the shares
- Yutong Optics: Shareholders plan to reduce their holdings by no more than 2.03% of the shares
- Tonghe Technology : Specific shareholders plan to reduce their holdings by no more than 2% of the shares
- Haichang New Materials: Shareholders plan to reduce their holdings by no more than 2% of the shares
- Jinli Permanent Magnet : Shareholders plan to reduce their holdings of no more than 2% of shares
- Day Silver Mechanical and Electrical: Shareholders who hold more than 65% of shares and their joint actors plan to reduce their holdings of no more than 2% of shares
- Huaren Pharmaceutical : Shareholders plan to reduce their holdings of no more than 2% of shares
- Marblende Market: Shareholders plan to reduce their holdings by no more than 1.83%
- Keyuan Wisdom : Shareholders plan to reduce their holdings by no more than 1.22%
- Quanxin Shares: The spouse of the controlling shareholder and actual controller intends to reduce their holdings by no more than 1%
- Kelu Electronics : Shareholders plan to reduce their holdings by no more than 1% html l9Kolier: Directors plan to reduce their holdings of no more than 1%
- Dexin Transportation: Shareholders plan to reduce their holdings of no more than 1%
- Yongxin Optics: Shareholders plan to reduce their holdings of no more than 1%
3. Hot News
○ On November 1, the total net inflow of northbound funds of was approximately 6.155 billion . (Note: Northbound funds are also called Land and Stock Connect, which is the collective name of Shanghai Stock Connect and Shenzhen Stock Connect)
Summary: northbound funds showed a net inflow on Tuesday.
○ Tuesday market overview
Tuesday three major indexes collectively rose in the afternoon. As of the close, the Shanghai Composite Index rose 2.62%, the Shenzhen Component Index rose 3.24%, the ChiNext Index rose 3.20%, and the Shanghai and Shenzhen stock markets had a full-day turnover of 977.5 billion yuan. The supply and marketing cooperatives, attractions, tourism, liquor and other sectors have seen gains, and the digital currency, and other sectors have been green.More than 4,300 stocks rose in the two markets, and northbound funds netted to 6.155 billion yuan throughout the day. Summary: The three major indexes rose sharply on Tuesday, with individual stocks rising generally, and more than 4,300 stocks in the two markets rose. ○ VR, big news After today's trading, the virtual reality industry ushered in big news, as shown in the figure below (screenshot source: Cailianshe) Summary: has become a financial hotspot in the evening, pay attention to the reactions of VR related sectors. ○ The three-year large order for photovoltaic modules is released, which is expected to increase operators' willingness to install On November 1, State Power Investment Corporation announced the 52nd, 53rd and 57th batches of photovoltaic modules in 2022, with a total scale of 13.49GW. The winning bidders include Jinko Energy, Tongwei Solar Energy, etc. This includes a 12GW three-year framework long order, which means that the price of photovoltaic modules will stabilize at around 1.8 yuan/W in the next three years. People familiar with the matter said that in exchange for future orders, component companies will digest part of the price increase this year, allowing investors to complete their annual investment tasks. (Shanghai Securities News) summary: update note photovoltaic operator sector and the entire photovoltaic reaction . ○ Just now, US stock three major indexes surged and fell Tonight, the atmosphere of US stocks was good. The three major U.S. stock indexes, , opened and then rose and fell. As of press time, the entire line fell slightly, with the declines all within 0.5%.
Summary: The US stock market atmosphere is good. Judging from the recent market performance, has little impact on A shares .
4. Subject information
○ Five departments issued a document: Promote the integrated development of virtual reality and industry applications.
Currently, there are 205 virtual reality concepts, such as: Goertek, Skyworth Digital, Guo Optoelectronics, Crystal Optoelectronics , etc. Welcome to follow Kongming to watch the market! Follow friends who follow Kong Ming. If it is convenient, please leave your traces and move your golden finger. click "follow", "share", "comment", "like", "favorite", etc. . Kong Statement: The content is for sharing only and no investment advice is made. You can take advantage of this at your own risk!
○ The first 512-line lidar in China is launched next year and the industry is expected to usher in an accelerated explosion.
Currently, there are 27 lidar concepts, such as: Superstar Technology , Heertai, Hualichuangtong , Juguang Technology, etc.
○ The three-year large order for photovoltaic modules is released, which is expected to increase operators' willingness to install.
concept related companies mainly include: Sanxia Energy, solar energy, Guangyu Development, Jinkai New Energy, etc.
5. New stocks and new convertible bond calendar
