Science and Technology Stocks knew about it early and must read
Must-read news 1: Central Bank : Promote the research and development of digital RMB steadily and orderly next year
The Party Committee of the People's Bank of China held a meeting to convey and study the spirit of the Central Economic Work Conference. The meeting emphasized that the financial supply-side structural reform will be deepened next year. Deepen the reform of rural credit cooperatives and bond market reform. Strengthen the overall supervision of financial infrastructure . Promote the research and development of digital RMB steadily and orderly.
As of October 22, 2021, my country has opened a total of 140 million digital RMB personal wallets and 10 million corporate wallets, a total of 150 million transactions, and a transaction volume of nearly 62 billion yuan. In addition, there are currently more than 3.5 million digital RMB pilot scenarios. According to institutional estimates, the upgrade of the digital RMB software and hardware industry will bring a market space of 140 billion, including 5.1 billion bank core system transformation, 33.9 billion digital RMB hard wallet, 50.7 billion ATM upgrade, 32.3 billion smart counter card issuer upgrade, 19.2 billion merchant POS equipment upgrade, and 19.2 billion merchants, with a broad market space.
related listed companies
Broadcasting and TV (002152) is the first batch of cooperative units of the Central Bank's Digital Currency Research Institute, and its subordinate research institutes carry out DC/EP application research and development work. Yuyin Co., Ltd. (002177) has established a digital currency research center and has carried out the research and development of digital currency software wallet and hardware wallet.
Must-read news 2: Longi Green Energy Technology Co., Ltd. : 2022 will be the first year of N-type modules
In the photovoltaic industry supporting supply chain development forum, a relevant person in charge of Longi Green Energy Technology believes that as batteries gradually replace from P-type to N-type, and high-efficiency battery technology rapidly rises, components will also develop in a more diversified direction. 2022 may be the first year of large-scale application of N-type modules.
PERC battery technology has been rapidly promoted and applied since 2017. The technology has a simple manufacturing process and low production cost. It is a battery technology commonly used by mainstream component manufacturers. However, judging from the current technological development, the efficiency of PERC batteries has approached the limit by 24.5%, and the cost reduction has also slowed down. At the same time, the new battery technology is developing rapidly, and the N-type battery is most expected to replace the P-type battery and become the next mainstream technology. According to PV InfoLink data, the global N-type production capacity of in 2020 is 14GW, and it is expected to usher in a period of capacity explosion in the next five years, reaching 136GW.
related listed companies
Jiejia Weichuang (300724) has fully equipped the supply capacity of TOPCon whole-line equipment, and Jinko is one of the company's important customers. Zhonglai Co., Ltd. (300393) N-type TOPCon battery mass production conversion efficiency reaches 24.5%, which is at the leading level in the industry. The company's annual production of 1.5GW N-type single crystal double-sided TOPCon battery project is gradually entering trial production.
Must-read news 3: As the "eye of autonomous driving", car camera demand has risen sharply
With the popularization of 5G, artificial intelligence , Internet of Things and other technologies, cars have gradually developed from a simple transportation tool to an "interconnected space on the wheel" integrating travel, office and entertainment. ADAS ( advanced driving assistance system ) is the basis of intelligent driving. It collects data through various sensors installed on the car for AI training, while sensing the environment to achieve intelligent driving.
Automotive camera, as the "eye of autonomous driving", has become the main sensor in automotive intelligent driving solutions. Its "visual perception" process begins with the lens collecting images, and then the photosensitive components and control components inside the camera process the image and convert them into digital signals. Compared with consumer electronic lenses, they all put higher requirements on shock resistance, stability, thermal compensation, and anti-interference of the straits and strong light, so they have higher technical barriers. With the upgrade of intelligent driving from L1 to L2/L3, the number of cameras has increased from about 5 to 8-13.
related listed companies
Lianchuang Electronics (002036) has become the main vehicle-mounted lens supplier for Huawei , Mobileye, Nvidia and other solutions. The vehicle-mounted optical industrial park project cooperated with the Hefei government plans to produce 50 million vehicle-mounted lenses and image modules each year.United Optoelectronics (300691) vehicle lens products have basically covered mainstream vehicle manufacturers and some first-tier international brands through downstream customers. After the company's private placement project is completed and completed, it can achieve an annual output of 18 million sets of vehicle lens products and 580,000 sets of VR/AR all-in-one machines.
Must-read news 4: aluminum electrolytic capacitor html has risen for the fourth time in 5 years, and the order has been scheduled for 6 months
According to industry media reports, recently, the leader of Japanese aluminum capacitor Jiamei announced that due to the sharp rise in costs related to raw materials (aluminum foil), electricity prices, etc., the company plans to increase the contract price of aluminum capacitors for Taiwan-based first-line power plants, with the increase of to 10%, and it has taken effect from December 1. At the same time, NYT Trade estimates that the price of aluminum electrolytic capacitors may rise by more than 5%.
According to statistics, since the year, aluminum electrolytic capacitor manufacturers have had at least three rounds of price increases. If another large-scale price increase is launched this time, it may be the fourth price increase this year. Since the beginning of this year, the markets such as new energy vehicles , photovoltaic , etc. have been booming, becoming the main driving force for the growth of the aluminum electrolytic capacitor market. According to insiders of the listed company, "The demand for aluminium electrolytic capacitors with a horn type is the strongest, and the ratio of orders and production capacity of this model has reached 6:1." This model of aluminum electrolytic capacitors are mainly used in new energy vehicles, photovoltaics, inverters, , inverters and other fields, and the current order schedule has been scheduled for 6 months.
related listed companies
Aihua Group (603989) Aluminum electrolytic capacitors are mainly used in the communication field in 5G communication, mobile phone chargers, adapter , routers and other markets. They are mainly used in computer motherboards, sound cards, graphics cards, monitors, etc. on the computer side, and are one of Huawei's qualified suppliers.
Jianghai Co., Ltd. (002484) solid-state chip aluminum electrolytic (MLPC) and solid-liquid mixed aluminum electrolytic capacitor have entered mass production at the end of 2020. The monthly production capacity of aluminum electrolytic capacitors is: 700,000 bolt type, 14.5 million welding needle type, and 500 million lead type.
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Titanium Small Stocks·Titanium Media Finance Research Institute
2021.12.15
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