The national blockchain platform is about to launch, leading the digital transformation of the global economy
According to reports, under the leadership of the National Information Center, the Blockchain Service Network (BSN) will enter the global commercial stage on April 25. If everything is as expected, companies and software developers will be able to plug into the blockchain service network and build blockchain-based applications as easily as assembling Lego bricks.
At the press conference held by the National New Office of the People's Republic of China recently, Wu Hao, director of the Innovation and High-Tech Development Department of the National Development and Reform Commission, responded to the heated discussion about the new infrastructure and clearly included "blockchain" in the information infrastructure of the new infrastructure. The analysis of Chuancai Securities pointed out that 2019 is the industry inflection point for the transfer of blockchain from PoC to commercial trial, and 2019 to 2021 is the key three years for the success of blockchain technology. In the future, banks will continue to increase investment in science and technology to support emerging technologies such as blockchain in more financial scenarios. The integration of blockchain and cloud computing, Internet of Things, artificial intelligence and other technologies will usher in greater opportunities for development.
Among the A-share listed companies, Sifang Jingchuang already has a full range of R & D and delivery capabilities from the underlying blockchain platform to application solutions, and the Fincube solution in cooperation with Huawei has been launched to the market. Yinzhijie won the bid for Bank of Jiangsu "Suyin Chain 2.0" optimization and online loan contract block chain deposit project. The company has formed a blockchain scene ecology covering the fields of banking, personal credit, insurance, and securities.
Manufacturers continue to overload production schedules, construction machinery prices rise in short supply
According to media reports, a number of construction machinery companies have recently announced price increases for excavator and other construction machinery products. For example, on April 11, Sany Heavy Machinery issued a notice saying that the price of small excavators was increased by 10%, and that of medium and large-scale excavations. The machine price is increased by 5%. XCMG's Excavation Machinery Division also recently issued a price increase notice. In the Sany excavator factory in Lingang, Shanghai, the relevant person in charge told reporters that it is now at full production, and some models are ordered by customers as soon as they are launched, and shipped off the assembly line. "Last year, our inventory can basically maintain sales for half a month. But this year is basically in short supply."
At present, the overseas new crown epidemic is in full spread. European heavy truck chassis manufacturers have successively announced the suspension of production or reduced production. The construction machinery industry is very short of imported chassis resources, and the cost of upgrading the chassis from three generations to four generations, Euro 5 to Euro 6 has risen sharply. Dongguan Securities stated that the current domestic epidemic prevention and control situation continues to improve, and enterprises have resumed work in an orderly manner. Under the intervention of a series of counter-cyclical adjustment measures, infrastructure construction has picked up quickly, housing construction has gradually recovered, and the demand for construction machinery has "overcompensated to rebound". OEMs and parts manufacturers have continued to overcapacity production, and product supply is in short supply. Parts manufacturers such as domestic chassis and hydraulic parts are expected to usher in good development opportunities.
Among A-share listed companies, Shanhe Intelligent's excavator orders were full in April, and production and sales are expected to reach a new high on the basis of March. The market share of Hengli's hydraulic cylinders for hydraulic excavators is over 40%. Eddie Precision's main business products are currently concentrated in the field of excavators, including big digging, medium digging, small digging, and a full range of supply.
Collective price increases of these major cement factories rose by more than 2%
Due to the recent rise in raw materials, cement prices have continued to rise in recent days. Following on April 23, Gansu Qilianshan Cement Group increased the price of bagged cement of Tianshui Company and Gangu Company by 40 yuan / ton, and the bulk cement of various varieties increased by 50 yuan / ton on the basis of the original factory price. On the basis of the original ex-factory price, the installed cement will be increased by another 15 yuan / ton, and the bulk cement of various varieties will be increased by 30 yuan / ton. Coincidentally, from April 23, Jidong Cement Tongchuan Company, Pingliang Conch Cement, and Tianshui Cement Cement varieties rose by 20-50 yuan / ton. The biggest increase is over 2%.
CITIC Securities analysis pointed out that shipments in the cement industry have surpassed the same period of last year, and signs of catching up in some areas have already appeared. It is expected that there will be a certain catching up tide starting in the middle and late April. In the third week of April, the shipment rate of the cement industry continued to rebound, the nationwide shipment rate was 86.4%, an increase of 6.1%, compared with 84.7% in the same period last year; regionally, the shipment rate in East China / South China / Southwest China reached 98.3% / 98.3 % / 95%, both surpassing the level of the same period last year, of which Zhejiang overall, Anhui and parts of Guangdong sold more than production (shipping rate reached 110%); the northern region also rebounded steadily. Considering that demand has basically recovered, cement prices are expected to stabilize overall and gradually recover in the near future; it is expected that the overall price will rebound with the expectation that stocks will be smoothly digested in late April.
Among the A-share listed companies, Jidong cement clinker production capacity accounts for more than 50% of the total production capacity in the Beijing-Tianjin-Hebei region. It has obvious location advantages, scale advantages, mine resource advantages, quality advantages, cost advantages, and brand advantages. status. Conch Cement is China's largest national regional cement producer. At the end of 2019, the Group's clinker production capacity was 253 million tons and cement production capacity was 359 million tons. Benefiting from rising sales prices and increased sales, it achieved a main business income of 148.114 billion yuan, a year-on-year increase of 19.60 %.
SpaceX's seventh batch of 60 Starlink satellites was successfully launched, and the number of orbiting satellites increased to 422
According to foreign media reports, on April 22, local time, SpaceX successfully launched the seventh batch of 60 Starlink satellites. After this launch, the total number of SpaceX orbiting satellites reached 422. The company's global high-bandwidth space Internet provides connectivity. Since the beginning of this year, SpaceX has conducted a total of four satellite launch missions, and it is already the largest private satellite operator in existence, and its leading advantage is still increasing. Globally, companies represented by SpaceX are carrying out space infrastructure in large strides.
According to InternetWorldStats statistics, as of December 2019, the global Internet penetration rate was approximately 58.7%, meaning that more than 40% of the world ’s population still did not achieve Internet connectivity. Everbright Securities analyst Wang Rui pointed out that with the increasing demand for mobile Internet in the market and the continuous advancement of satellite technology, satellite Internet based on satellite communication has been optimistic. In addition, recently, when the National Development and Reform Commission clarified the scope of new infrastructure, it also included satellite Internet for the first time in the scope of "new infrastructure", and the domestic satellite communications industry will accelerate the pace of development.
Among the listed companies, Tianyin Electromechanical Co., Ltd. relies on Tianyin Interstellar, and its star photosensitive sensor technology is internationally leading. Its products have been used in Hongyan Constellation, Galaxy Space Launcher and other applications. At present, among the 9 satellite manufacturing companies involved in the construction of low-orbit satellite constellations Seven companies have used the company ’s products, and according to estimates from Anxin Securities analyst Feng Fuzhang, Tianyin Interstellar ’s market share in the microsatellite field may reach 80%; Aerospace Development participated in the “Feiyun Project” and “Hongyun Project” low-orbit satellite constellation projects Related work, the company's micro-system business applied to low-orbit small satellites can effectively reduce satellite weight and cost.
Four ministries and commissions established the hydrogen energy and fuel cell vehicle industry chain planning, this company layout hydrogen energy industry chain
According to the information of the Financial Associated Press, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission issued a notice on improving the promotion and application of financial subsidy policies for new energy vehicles. The notice proposes that the current purchase subsidies for fuel cell vehicles will be adjusted to select cities or regions with a foundation, enthusiasm, and characteristics, focusing on demonstrations of key parts technology research and industrialization applications. The central government will adopt "to The "reward replacement" method rewards the demonstration cities. Strive to establish a hydrogen energy and fuel cell vehicle industry chain in about four years, and make breakthroughs in key core technologies to form a good situation with reasonable layout and coordinated development.
In the research report, Wang Zhe of CITIC Securities pointed out that according to the plan in the "Energy Saving and New Energy Vehicle Technology Roadmap", China plans to reach the target of 1 million fuel cell vehicles in 2030, which is expected to generate about 1.2 million tons The demand for hydrogen for vehicles corresponds to a market space of more than 50 billion. Among the listed companies, Zhongtong Bus has the most complete energy-saving and new energy bus product spectrum in China. At present, there are 5 fuel cell buses, and many models have been selected by the Ministry of Industry and Information Technology "Recommended Model List for New Energy Vehicle Promotion and Application" (No. 4 in 2020) Approved); Meijin Energy lays out the entire fuel cell industry chain, and one hydrogen refueling station is currently put into operation in the upstream. Midstream Guohong Hydrogen Energy is one of the world's largest fuel cell stack producers. In 2018, the market accounted for more than 70%, and the downstream speed Automobiles are one of the most domestic manufacturers of hydrogen fuel cell buses, with a market share of 13.7% in 2019.
