Author |Zhu Hualei, editor|wjx
*: Jufeng Investment Advisory, good ** application.
A selection of highlights
1. Recently, the Ministry of Industry and Information Technology and other four departments jointly issued the "Notice on Carrying out the Pilot Work of Intelligent Networked Vehicle Access and Road Traffic", which officially set specific requirements for the access specifications of L3 and L4 autonomous driving.
2. The Politburo meeting of the Communist Party of China pointed out that next year, it is necessary to adhere to the principle of seeking progress while maintaining stability, promoting stability with progress, establishing first and then breaking down, strengthening counter-cyclical and cross-cyclical adjustment of macro policies, and continuing to implement a proactive fiscal policy and a prudent monetary policy. The proactive fiscal policy should be moderately strengthened, improve quality and efficiency, and the prudent monetary policy should be flexible, moderate, precise and effective. It is necessary to enhance the consistency of macroeconomic policy orientation, and strengthen economic propaganda and guidance.
3. According to the data released by the Passenger Car Association, the export of new energy passenger vehicles in November was 890,000 units, up 8% y/y and down 21% m/m, accounting for 23.0% of passenger car exports5%；Among them, pure electric vehicles account for 89% of new energy exports, and A0+A00 pure electric exports account for 53% of new energy exports.
4. The Politburo meeting of the Communist Party of China pointed out that next year it is necessary to focus on expanding domestic demand and forming a virtuous circle in which consumption and investment promote each other. It is necessary to deepen reforms in key areas and continue to inject strong impetus into high-quality development. It is necessary to expand high-level opening up to the outside world and consolidate the basic market of foreign trade and foreign investment. It is necessary to continue to effectively prevent and resolve risks in key areas, and resolutely adhere to the bottom line of no systemic risks.
5. It was learned from the Sixth Academy of China Aerospace Science and Technology Corporation that the domestic "5-ton hydrogen liquefaction system cold box" independently developed by the Academy of Aerospace Hydrogen Energy Technology Co., Ltd. was successfully rolled off the assembly line in Beijing, and the product is the core equipment of the large-scale hydrogen liquefaction system of the first continuous conversion heat exchanger in China. According to reports, the successful launch of the liquid hydrogen equipment marks a major technological breakthrough in the field of efficient storage and transportation of liquid hydrogen in China, and is comparable to the international advanced level in terms of intelligence and unit energy consumption.
Major events
Samsung may plan to launch solid-state batteries by 2027
Samsung's SDI battery development and manufacturing division plans to launch solid-state batteries by 2027. It is reported that earlier this year, Samsung SDI launched an ASB (all-solid-state battery) technology test line at its Suwon research center in South Korea, and now Samsung SDI division has formed a new team to plan to commercialize the company's ASB technology, which will be led by Gojoo-Young, vice president of Samsung SDI's large battery business unit.
Comments: With the industrialization of semi-solid-state batteries and the leadership of vehicle loading, the future of all-solid-state batteries can be expected. Analysts believe that solid-state batteries have multi-dimensional advantages such as high energy density, outstanding safety performance, and broad prospects for mass production processes, and are expected to form a market size of 40 billion US dollars in 2030, with a compound growth rate of 180% in 2022-30, and in terms of material system, it is expected that the cathode material will transition from high nickel ternary to lithium-rich manganese base, and the anode will transition from silicon carbon anode to lithium metal.
Jin Longyu said in the interactive easy that the company's solid-state electrolyte and semi-solid battery cells have entered the pilot test.
Shanghai Xiba announced on January 31 that the cooperative research on lithium-ion battery solid-state electrolyte powder advanced materials related to trial production with a team of the Chinese Academy of Sciences is in the stage of industrial standard production line from ton to ton.
The first batch of Xiaomi surging OS release plans were announced: 5 models including Xiaomi 13 were pushed one after another
At the Xiaomi Surging OS Experience Communication Conference, Xiaomi announced the first batch of release plans for The Surging OS. It is reported that the first batch of official versions of Xiaomi surging OS are gradually pushing, and 5 models will begin to be pushed one after another, including: Xiaomi 13Pro, Xiaomi 13, Redmik60Pro, RedmiK60, Xiaomi Pad6Max14. In this regard, some authorities believe that "strengthening the core and replenishing the soul" is an important direction for continuous efforts, and Xiaomi surging OS is a new product that integrates software and hardware functions and has a high degree of intelligence, which will be more outstanding in the future.
Comments: With the continuous increase of China's R&D efforts in the field of operating systems, the development results are becoming more and more significant, some products have completed independent research and development and production, product performance has been greatly improved, and has entered the stage of scale, and the domestic operating system is expected to develop and grow by the east wind of Xinchuang, and it is expected that the market size of China's operating system will be as high as 58.6 billion yuan in 2025.
Kylin Xinan is mainly engaged in the research and development of operating system products and technical services, and the development of information security, cloud computing and other products and services based on operating system technology innovation.
Neta Software provides customers with customized software development and related operation support services, and its main products include AI big data solutions, mobile terminal virtual operating system projects, etc.
The official announcement is finalized, and the domestic game masterpiece "Black Myth: Wukong" will be released next year
The domestic game masterpiece "Black Myth: Wukong" appeared at the TGA2023 booth, announcing that it will be released on August 20, 2024, and announced a new trailer.
Comments: After years of development, China's game industry has entered the "boutique era", with the enhancement of China's game strength and the expansion of its influence, Chinese games have begun to be accepted and recognized by global players through quality. The 3A quality of "Black Myth: Wukong" reflects the continuous strengthening of domestic game research and development capabilities. If domestic 3A games can be successfully developed, new growth space for domestic games to go overseas will be opened, and Chinese culture can also be exported more intuitively and three-dimensionally.
Huayi Brothers holds 23 shares of Hero Game Technology Co., Ltd5%, Tianjin Hero Financial Holdings, a subsidiary of Hero Game Technology Co., Ltd., has a stake in Shenzhen Youke Interactive Technology, the production company of "Black Myth: Wukong", and Guangguang Media indirectly participates in Shenzhen Youke Interactive Technology
Fuchun Co., Ltd. continues to deepen the strategy of "high-quality games + well-known IP", and currently has many excellent IPs such as "Ragnarok RO", "Ancient Sword and Strange Tan III", "Qin Shi Mingyue", "Dream Dragon Family" and so on.
Accelerate the reform of market-oriented data allocation, and the industry may enter a policy-intensive period
At the opening ceremony of the second Digital Construction Summit, Liu Liehong, director of the National Data Bureau, said that the National Data Bureau will vigorously promote the development and utilization of public data resources and accelerate the reform of market-oriented allocation of data. It mentions that it is necessary to implement the system of separation of property rights, clarify the compliance policies and management requirements for the authorized operation of public data, clarify the rights, responsibilities and obligations of data supply, use, and management, and explore the best formation mechanism for public data products and services, so that public data can be "supplied".
Comments: With the release of 20 pieces of data, the top-level planning of data assets has been continuously improved. Policies on the exploration of data assetization paths, such as the new regulations on data entry, the guidance on data asset assessment, and the authorized operation of public data, continue to be implemented. Guotai Junan** pointed out that the data asset entry will be officially implemented on January 1, 2024, and in order to improve the policy support, it is expected that the top-level design guidance document may be launched before then. Relevant policies of local governments and competent departments of various vertical industries may follow up, and data elements may enter a policy-intensive period, which is expected to become the main line of the New Year's Eve**.
As a service provider of data elements, the revenue related to data elements in 2022 will be about 63.6 billion yuan, the company's current operating income related to data elements has accounted for 40% of the total revenue.
In the field of data elements, TongTech has "digital intelligence" products and solutions for multiple industries, such as the data asset management platform, which has the main functions of inventory, confirmation, governance, construction, multi-dimensional presentation, shared services, security control and other main functions of data assets, providing one-stop data asset management services for government affairs, military industry, finance, telecom operators, new retail and other industries.
Featured Announcements
Three-dimensional communication: ByteDance and Kuaishou are important partners of its subsidiary, Juwang Technology.
Zhimingda: Products in the field of unmanned aerial vehicles and low-orbit satellites will be delivered in small batches next year.
Dingxin Communication: Pre-winning bid 41.1 billion yuan State Grid procurement project.
USI: Consolidated operating income in November decreased by 3 compared with the same period last year08%
The first shares: in November, the contract amount was 56$8.1 billion.
Xiantan shares: sales revenue of chicken products in November was 4200 million yuan, down 1332%
San'an Optoelectronics: It is planned to repurchase shares with 500 million yuan to 1 billion yuan.
Transparent cable: the subsidiary pre-won the bid 1700 million yuan State Grid procurement project.
Walter Dyne: Dyne Pharmaceutical, a subsidiary, obtained the drug registration certificate for atomoxetine hydrochloride capsules.
Fangzhi Technology: It is planned to repurchase shares for 6 million yuan to 10 million yuan.
Hengshang Energy Saving: Won the bid 1$1.9 billion project.
Lukang Pharmaceutical: The production and sales of the company's three drugs for mycoplasma infection and influenza are booming.
Author: Zhu Hualei Practicing Certificate: A0680613030001
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.