Investment research report
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On September 26, it was reported that the industry's good news was coming out intensively, and 8 major sectors were expected to become the A-share market.
1. National Energy Administration: support coal, oil and gas enterprises to use existing resources to build photovoltaic and other clean energy power generation projects
The General Department of the National Energy Administration publicly solicited opinions on the Implementation Opinions on Deepening the Reform of "Emission, Regulation and Service" in the Energy Field and Optimizing the Business Environment (Draft for Comments). The opinions put forward that the new energy project filing procedures should be simplified, and the new energy project without subsidies should be unconditionally filed. We will improve the market-based trading mechanism of distributed generation, improve the price policy to support market-based trading of distributed generation, establish a system and mechanism suitable for trading between renewable energy micro grids, small stock grids, incremental distribution networks and large grids, and promote the implementation of "power sales across walls". Support coal, oil and gas enterprises to use existing resources to build photovoltaic and other clean energy power generation projects, promote the implementation of integrated development projects of natural gas power generation and renewable energy, and promote the coordinated development of fossil energy and renewable energy. Adapt to the construction of new power system with new energy as the main body, and promote better coordination of coal power and new energy development.
Favorable sectors: photovoltaic and natural gas
Relevant Concept Unit: Longji Shares 、 Tongwei Shares 、 Xintian Lvneng 、 Guanghui Energy 、 Three Gorges Energy
2. Huawei Releases OpenEuler Euler Operating System
On the morning of September 25, on Huawei Full Connect 2021, Huawei officially released the open source operating system openEuler for digital infrastructure. The Euler operating system can be widely deployed in servers, cloud computing, edge computing, embedded devices and other forms of devices. The application scenarios cover IT, CT and OT. The unified operating system supports multiple devices, and the application development covers the whole scenario.
Favorable sector: Huawei industrial chain
Relevant Concept Unit: Lixun Precision 、 Industrial Fulian 、 BOE A 、 IFLYTEK 、 Wentai Technology
3. State owned Assets Supervision and Administration Commission: establish China Electric Equipment Group Co., Ltd
State owned Assets Supervision and Administration Commission (SASAC): approved by the State Council, China Electric Equipment Group Co., Ltd. will be established. The State owned Assets Supervision and Administration Commission of the State Council will perform the functions of a contributor on behalf of the State Council, and it will be included in the list of enterprises where the State owned Assets Supervision and Administration Commission of the State Council performs the functions of a contributor. Related enterprises affiliated to State Grid Corporation of China China XD The Group Co., Ltd. is incorporated into China Electric Equipment Group Co., Ltd. as a whole. China XD Group Co., Ltd. is no longer an enterprise performing the role of investor by the State owned Assets Supervision and Administration Commission of the State Council.
Favorable sector: reform of central enterprises
Relevant Concept Unit: Yangtze Power 、 Baosteel 、 Guodian NARI 、 China Guangdong Nuclear Power 、 AVIC Shenfei
4. Ministry of Transport: vigorously promote the application of Beidou system in the industry
Fan Zhenyu, spokesman of the Ministry of Transport, said that as of the second quarter of this year, there were more than 7 million key operating vehicles installed and used Beidou terminals, nearly 40000 vehicles for postal and express trunk lines, and more than 400 general aircraft. The Ministry of Transport will vigorously promote the full application of Beidou in the fields of railway, highway, water transport, postal services and so on, forming a good momentum of going hand in hand. Give full play to the role of Beidou foundation enhancement system, and promote the innovative and permeable application of Beidou in smart roads, smart waterways, smart ports, smart hubs and other fields. Next, it will further promote the incorporation of the Beidou system into relevant international standards under the framework of relevant international organizations, and help Beidou "go global".
Favorable sector: Beidou Navigation
Relevant Concept Unit: China Satcom 、 China Satellite 、 Aerospace appliance 、 Four dimensional Tuxin 、 Hager Communication
5. Nine Dragons, Shanying and many other paper mills raised prices together, and the cardboard factory has followed up
Jiulong Paper issued a notice of price increase on September 25, and from October 9, the whole series of kraft paper and corrugated paper in Dongguan Base will be increased by RMB/HKD 100/ton. Shanying Paper said in its price adjustment letter that from September 25, all packaging paper produced by each base increased by 50-200 yuan/ton, and from October 8, the price was increased by 200 yuan/ton on the basis of September 25. Shandong Depac Paper and Qinhuangdao Jinmaoyuan Paper have raised the sales price of bobbin paper by 100 yuan/ton since September 24. Meiliyun From September 26, the sales price of all colored paper will be increased by 300 yuan/ton. The paperboard factory has followed up the price increase. On September 24, Zhejiang Xiangheng Packaging Co., Ltd. and Zhejiang Bolaite Paper Container Co., Ltd. issued a price increase letter, and the price of paperboard was increased by 3%.
Favorable sector: papermaking
Relevant Concept Unit: Sun Paper 、 Chenming Paper 、 CCB Development Co., Ltd 、 Xianhe Shares 、 Zhongshun Clean and Soft
6. Ministry of Commerce: Deeply carry out new energy vehicles to the countryside to promote new car consumption
Wang Bin, Deputy Director of the Consumption Promotion Department of the Ministry of Commerce, said at a press conference on September 26 that cars, household appliances, furniture and catering are the pillars of the consumer market, accounting for about 1/4 of the total amount of social services. Next, we need to accelerate the transformation of automobile purchase management to use management, deepen the introduction of new energy vehicles to the countryside, and promote new car consumption. We will promote cross provincial registration of second-hand car transactions, implement the policy of canceling the restrictions on the relocation of second-hand cars, and expand the consumption of second-hand cars. We will accelerate the improvement of the recycling and disposal system for waste household appliances, encourage the exchange of old household appliances and furniture for new ones, and promote the consumption of household appliances and furniture. Encourage catering enterprises to enrich and improve dishes, improve service levels, innovate business models, and boost catering consumption.
Favorable sector: new energy vehicles
Relevant Concept Unit: Ningde era 、 BYD 、 Great Wall Automobile 、 Enjie Shares 、 SAIC Group
7. The Ministry of Industry and Information Technology and the Ministry of Education organized the application of the "5G+Smart Education" application pilot project
The Notice of the General Office of the Ministry of Industry and Information Technology and the General Office of the Ministry of Education on Organizing the Application of the "5G+Smart Education" Application Pilot Project pointed out that relying on the characteristics of 5G network, such as ultra-high speed, low delay, large connection, high reliability, etc., and comprehensively using information technologies such as artificial intelligence, big data, cloud computing, Internet of Things, virtual simulation, and centering on "teaching, testing, evaluation, school, management" And other key links in the field of education, encourage all regions, schools and units to carry out various types of "5G+Smart Education" application innovation, explore typical application scenarios, and promote the maturity of relevant technologies, products, programs, etc. The pilot content includes but is not limited to 5G+interactive teaching, 5G+intelligent examination, 5G+smart campus and other major directions.
Favorable part: education informatization
Relevant concept units: iFLYTEK Shiyuan Shares 、 GRG Banking 、 Donghua Software 、 Nethome Technology
8. National Energy Administration: the installed capacity of geothermal energy power generation in 2025 will double that in 2020
On September 26, the official website of the National Energy Administration announced that in order to promote the sustainable and high-quality development of geothermal energy development and utilization and make it play a more important role in the revolution of energy production and consumption, we now put forward some suggestions on promoting the development and utilization of geothermal energy. By 2025, perfect and standardized geothermal energy development and utilization management processes will be basically established in all regions, and the national geothermal energy development and utilization information statistics and monitoring system will be basically complete. The area of geothermal energy heating (cooling) will increase by 50% compared with 2020. A number of geothermal energy power generation demonstration projects will be built in areas with good resource conditions, and the installed capacity of geothermal energy power generation in China will double compared with 2020; By 2035, the area of geothermal heating (cooling) and installed capacity of geothermal power generation will strive to double that of 2025.
Favorable plate: geothermal
Relevant Concept Unit: COSL 、 Petrochemical oil service 、 Dongfang Energy 、 Shuangliang Energy Saving 、 Kaishan Shares
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