Fast Charging Concept
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Institutions claim that the global simulation chip industry has clearly reached its bottom, and the turning point of domestic manufacturers' income has appeared.
According to a research report by Citic Securities, based on the year 2024, the global analog chip industry has reached the bottom, and downstream industries are gradually recovering. Domestic analog chip manufacturers have already seen a turning point in revenue, and some have even seen a turning point in profits. At the current point in time, it is more important to pay attention to the pace of the industry turning point and the elasticity of the next cycle than to focus on the valuation level of the year.
Continuous news of ultra high pressure bidding. Institutions say that this investment peak is expected to last for more than 5 years.
Recently, there have been constant news about ultra high voltage tenders. Against the background of the construction of a new power system, the construction of ultra high voltage is expected to continue to advance. Galaxy Securities' research report pointed out that the previous peak investment in ultra high voltage generally lasted for about 2 years, but this round of peak is optimistically estimated to exceed 5 years. It is expected that there will be about 27-32 new direct current transmission channels for external transmission during the "14th Five-Year Plan" and "15th Five-Year Plan" period, with a stock of 4 lines, 5 under construction, and a gap of 18-23 lines.
The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.
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Shenzhen encourages the opening of V2G at the vehicle end for new energy autos, and charging pile operators are expected to usher in new opportunities.
On the 13th, the Shenzhen Development and Reform Commission released "Several Measures to Support the Acceleration of Development of Virtual Power Plants in Shenzhen", proposing to encourage new energy auto manufacturers to carry out technological innovation and open V2G function on the vehicle side. Charging pile operators can serve as a natural load aggregator by integrating charging users, participating in various forms of electricity market such as demand response and V2G peak-valley arbitrage, and obtaining compensation for economic improvement.
The National Energy Administration proposed to enhance the power grid's resource allocation capability. The industry's investment potential may further be released.
The National Energy Administration has issued a notice on ensuring the high-quality development of new energy by improving the capacity of power grid resource allocation. Since the 14th Five-Year Plan, the construction has entered a new energy transition phase. With the increase in the number of intelligent substations at different voltages and their transformation, the huge potential of the smart grid industry will be further unleashed.
Agencies say such companies are natural load aggregators or are fully benefiting from electricity marketization reforms
① The National Development and Reform Commission announced the “Electricity Market Supervision Measures” to increase electricity trading companies, energy storage companies, virtual power plants, and load aggregators. ② CITIC Construction Investment Zhu Yue believes that charging pile operators are natural load aggregators. Load aggregators can integrate user resources, participate in the electricity market, respond to grid needs, and operate traditional businesses such as wholesale and retail of electricity.
Auto parts continue to be popular! Joyson Electronics' Q1 net profit exceeded 300 million and won 29.8 billion new orders | Financial Report Interpretation
① In the first quarter of this year, the boom in the auto parts industry continued unabated; ② the net profit and orders of leading manufacturer Junsheng Electronics both increased; ③ Changes in the global automotive industry faced many potential risks.
Huawei is about to release new overcharging products, and the overcharging industry is expected to welcome technological upgrades and value increases
① According to the official website of Huawei, on the afternoon of April 24, Huawei Digital Energy will host the 2024 Smart Electric & Smart Charging Network Strategy and New Product Launch Ceremony and Overcharge Alliance. ② Tianfeng Securities said that 24 was the first year of domestic overcharged pile applications. Leading manufacturers have advantages in terms of overcharged pile product strength and cost due to scale effects, and their revenue growth rate is expected to significantly exceed the industry average.
Expansion of vehicle holders+insufficient charging and switching facilities The development of the charging pile industry is expected to accelerate again
① According to data released by the National Bureau of Statistics on April 16, production of charging piles, 3D printing equipment, and electronic component products increased by 41.7%, 40.6%, and 39.5%, respectively, year-on-year in the first quarter. ② Yang Rui's analysis of Huaxi Securities pointed out that since charging piles are the aftermarket for new energy vehicles, the charging market is expected to maintain rapid growth against the backdrop of continued expansion in vehicle ownership and insufficient charging and switching facilities.
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
Charging and switching infrastructure “full coverage in rural and rural areas”. The three departments are carrying out the “100 counties, ten thousand stations and ten thousand piles” pilot project. The agency is optimistic about these branches of the cha
① As of March 2024, the total number of charging infrastructure units nationwide was 9.312 million units, an increase of 59.4% over the previous year; ② Leading companies with scale advantages, technical advantages, or the ability to make parts in the whole process are expected to achieve lower cost and higher cost performance, and enjoy the growth dividends of overseas markets.
Investors are urging to speed up repurchases! Joyson Electronics sends a positive signal: Q1 operation is steady, moderate and positive | Direct impact on performance
① The buyback topic has attracted much attention, and some investors are questioning that it is too slow; ② the repurchase process only completed 27% of the minimum limit after 1 month; ③ This year's business boom attracted attention, and the company sent a positive signal.
[Data review] Low-volume dividend ETF turnover surged month-on-month, institutions, floating capital, and Wall nuclear materials
① Today's high-dividend concept stocks are once again active, and the turnover of low-dividend ETF (512890) increased 107% month-on-month compared to yesterday. ② Wall Nuclear Materials, a copper cable high-speed connection concept stock, was sold by the agency for nearly 50 million yuan and bought over 30 million; it was bought by a first-tier tourist seat for more than 30 million; it was bought by a quantitative seat and bought by a quantitative seat and used as a T by a quantitative seat.
[Looking at the data] Northbound Capital bucked the trend and increased positions in CPO concept stocks, institutions and floating investors joined forces to raise Wall Nuclear Materials
① Xinyisheng, Zhongji Xuchuang, and Tianfu Communications all received net purchases from northbound capital, which once plummeted during the intraday period. ② Wall Nuclear Materials, a copper high-speed connection concept stock, was purchased by two institutions for $127 million, while Cathay Pacific Junan Nanjing Taiping South Road bought 118 million yuan.
The copper cable concept stock Wall Nuclear Materials terminated the spin-off and the “Remain in the Arms” subsidiary has completed the development of 800G high-speed communication lines
① Wall Nuclear Materials will end the listing process of the spin-off subsidiary Leting Zhilian, which is mainly engaged in high-speed connectors and other businesses; ② Because Nvidia's new products use copper cable connections, the subsidiary Wall Nuclear Materials, which owns the copper cable business, recently received popularity in the secondary market.
Humanoid robots became a key topic at the Nvidia GTC conference, and the industry has huge potential for growth
① The Nvidia GTC conference will be held from March 18 to 21. At this year's GTC, there are many robot-related conferences, covering various aspects such as robot manipulation, navigation, perception, and computational simulation/synthetic data generation. ② According to an analysis by Zheshang Securities, humanoid robots have a humanoid form, can adapt to the human working environment, and have great application potential in fields such as old-age and disability assistance, medical care, and domestic service.
The number of new energy vehicles continues to grow at a high rate, and the profits of charging pile operators are expected to reach an inflection point
① During the Spring Festival travel season this year, new energy vehicle highway charging capacity reached 134 million kilowatt-hours, an increase of 69.35%; highway charging orders reached 5.966 million, an increase of 53.29% over the previous year. ② Orient Securities pointed out that domestic NEV ownership is expected to continue to grow at a high rate. Combined with domestic policy incentives, domestic operating and manufacturing companies with a deep layout of charging stations are expected to experience greater flexibility.
The number of domestic charging infrastructures is growing rapidly, agencies say related companies are expected to welcome greater flexibility
① Recently, data released by the China Charging Alliance shows that in January 2024, the number of charging infrastructure increased by 265,000 units, up 31.1% year on year; of these, the number of public charging stations increased by 56,000 units, up 36.8% year on year. ② Orient Securities believes that domestic NEV ownership is expected to continue to grow at a high rate. Combined with domestic policy incentives, domestic operating and manufacturing companies with a deep layout of charging stations are expected to experience greater flexibility.
In 2023, sales of folding screen phones increased 140% year-on-year, and domestic flexible material manufacturers are expected to break through at an accelerated pace
According to CINNO Research industry statistics, the sales volume of folding screen smartphones in the Chinese market reached 6.8 million units in 2023, up 140% year on year; it is estimated that in 2024, sales of folding screen smartphones in the Chinese market will reach 9.6 million units, an increase of 41% year on year.
The energy storage industry is expected to continue to grow at a high rate, and the investment value of related enterprises is highlighted
① Domestic energy storage capacity is 48.70 GWh in 2023, higher than previous expectations. Domestic installed capacity is expected to exceed 65 GWh in 2024, with a growth rate of more than 30%. ② CITIC Securities said that in a situation where the long-term development trend of the energy storage industry is clear, it is concerned about energy storage companies that continue to break through in specific markets, including key component companies, related material companies, and energy storage system integrators.