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On July 21, 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. CBRC: Support local governments to more effectively promote the work of ensuring delivery, people's livelihood and stability
On July 21, at the press conference on the operation and development of the banking and insurance industry in the first half of 2022 held by the Information Office of the State Council, Liu Zhongrui, head of the Statistical Information and Risk Monitoring Department of the CBRC, responded to the problems of the insurance delivery building. He said that the delay in the delivery of some buildings in Jingdezhen, Jiangxi, on June 30 caused social concern. The CBRC attached great importance to this, actively strengthened coordination with the Ministry of Housing and Urban Rural Development and the People's Bank of China, and supported the local government to more effectively promote the work of ensuring the delivery of buildings, people's livelihood, and stability. Liu Zhongrui said that under the overall framework of the work arrangement of the local party committee and government to ensure the delivery of buildings, the CBRC guided the bank to actively participate in relevant work, cooperate with the relevant parties to compact the responsibilities of enterprises, shareholders and other relevant parties, follow the principles of marketization and legalization, do a good job in providing qualified credit, and help promote the project to resume construction as soon as possible and deliver early. At the same time, guide the bank to do a good job in customer service, strengthen communication with customers, and protect the legitimate rights and interests of financial consumers according to law.
Favorable sectors: real estate and banks
Relevant Concept Unit: OCT A 、 Gemdale Group Vanke A Industrial and Commercial Bank of China 、 bank for economic construction
2、 NDRC: Support and encourage coordinated development of incremental distribution network and renewable energy distributed generation
30 units, including Xinjiang Production and Construction Corps Electric Power Group Co., Ltd. and Chongqing Power Distribution Industry Association, have previously submitted to the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) the Proposal on Prompting Transitional Measures to Rationalize the Power Transmission and Distribution Price Structure as soon as possible and Solving the Development Blockages of Incremental Distribution Networks, which has been replied by the NDRC. According to the reply document, the suggestions of the Suggestions on continuously deepening the reform of transmission and distribution tariffs and actively rationalizing the structure of transmission and distribution tariffs of provincial power grids are of great significance for promoting the pilot reform of incremental distribution network business. The National Development and Reform Commission is actively studying and promoting related work. In the next step, the National Development and Reform Commission will continue to deepen the reform of transmission and distribution prices in accordance with the decisions and arrangements of the Central Committee and the State Council, actively rationalize the structure of transmission and distribution prices, and create better conditions for the pilot reform of incremental distribution business: first, scientifically verify the transmission and distribution prices of provincial power grids in the third regulatory cycle (2023-2025), and further rationalize the structure of transmission and distribution prices of different voltage levels. Second, comprehensively evaluate the pilot work of incremental distribution network business reform, and further improve the pricing mechanism of incremental distribution network. Third, strengthen policy coordination, support and encourage the coordinated development of incremental distribution networks and renewable energy distributed generation; Standardize the operation of provincial power grids and incremental distribution networks, and ensure the legal operation of incremental distribution networks.
Favorable sector: power
Relevant Concept Unit: Beijing Energy Power 、 Construction Investment Energy 、 Tianfu Energy 、 Shennan Electric A 、 Longyuan Power
3、 Baidu and China Aerospace released the first large-scale aerospace model
Baidu and China Aerospace jointly released the "Aerospace - Baidu · Wenxin Big Model". Wang Haifeng, CTO of Baidu, said that this is the world's first large model in the space field, which can learn space scenes, data and knowledge, intelligently collect, analyze and understand space data, and help space intelligence perceive, plan and control.
Favorable sector: aerospace
Relevant Concept Unit: Western Materials 、 Aerospace appliance 、 Longsheng Technology 、 Heertai 、 Tianao Electronics
4、 The first domestic fuel vehicle equipped with Huawei Hongmeng system will be launched on July 28
It was learned from BAIC Motor Corporation Limited that BAIC Motor Corporation Limited's SUV magic cube will be launched on July 28. The new car is the first domestic fuel car equipped with Huawei Hongmeng intelligent cockpit, and uses the car size class Huawei Kirin 990A high computing cockpit chip.
Favorable sector: Huawei Automobile
Relevant Concept Unit: Chang'an Automobile 、 Huayang Group 、 Intermediate fusion electric 、 Runhe Software 、 Xiangxin Technology
5、 The world's largest and latest generation offshore wind power installation ship started in Yantai: methanol as fuel
The commencement ceremony of the Van Oord JUV BOREAS large-scale wind power installation ship built by CIMC Raffles Offshore Engineering Co., Ltd. for the Dutch Van Oord Company was held in Yantai construction base. The maximum net load lifting capacity of the ship exceeds 20000 tons, and the lifting capacity of the main crane exceeds 3000 tons. It is reported that the project is designed by KEH, a mainstream Danish design company. At present, it is one of the wind power installation ships with the strongest lifting capacity in the industry. In addition, the ship is a triangle truss pile leg with a length of 127.4 meters. In order to meet the emission requirements of clean and environmental protection, it is equipped with 2900 cubic meters of methanol storage tanks and five methanol dual fuel engines, which are classified as Det Norske Veritas. It is reported that the methanol dual fuel engine will be provided by Wartsila, a marine engine manufacturer, which is the first time that Wartsila methanol dual fuel engine is used in new shipbuilding.
Favorable sector: wind power
Relevant Concept Unit: Zhongtian Technology (Rights protection) 、 Three Gorges Energy 、 Goldwind Technology 、 Tianshun Wind Energy 、 Hengtong Optoelectronics
6、 Industry insiders: Broadcom and Texas Instruments plan to raise chip prices
A few days ago, it was reported that Intel, Qualcomm and Marvell had informed customers of their price increase plans. Now, according to industry sources, Broadcom and Texas Instruments (TI) have also raised chip prices. The supply of wireless network chips continues to be lower than the demand for 5G and Wi-Fi 6 devices. Broadcom has informed customers that the price of its network communication chips will rise by 6% to 8% from January 2023. Although the demand for consumer electronics applications is sluggish, analog IC suppliers still benefit from the strong demand for automotive electronics and industrial control. TI has informed customers that the price of specific ICs such as server ICs will increase by about 10% in the third quarter of 2022.
Favorable sector: domestic chips
Relevant Concept Unit: North Huachuang 、 SMIC International 、 Zhaoyi Innovation 、 Zhuo Shengwei 、 Ziguang Guowei
7、 Beijing opens the first domestic commercial pilot of driverless vehicles
On July 20, Beijing officially opened the first commercial pilot of unmanned travel service in China. Baidu and Xiaoma Zhixing became the first batch of licensed enterprises. They will invest 30 main driverless vehicles within 60 square kilometers of the core area of the Economic Development Zone to carry out regular charging services. The vehicle safety officer put into commercial operation this time was set as the co driver, and Beijing ushered in a new stage of commercialization pilot of "no driver".
Favorable sector: driverless
Relevant Concept Unit: Desai Siwei 、 Great Wall Automobile 、 Zhongke Chuangda 、 Wanji Technology 、 Fujing Technology
8、 National Science and Technology Innovation Alliance for Soybean Intensive Processing Industry was established to help improve the quality and efficiency of soybean industry
Recently, the National Science and Technology Innovation Alliance for Soybean Deep Processing Industry was established in Yucheng, Shandong Province. The alliance is under the guidance of the Department of Science, Technology and Education of the Ministry of Agriculture and Rural Affairs, the Chinese Academy of Agricultural Sciences, led by Shandong Yuwang Ecological Food Co., Ltd., and the Chinese Academy of Agricultural Sciences agriculture products 45 scientific research institutions and leading enterprises, including the Processing Research Institute, participated in the establishment of an innovation consortium, which is an important starting point to promote the self-improvement of soybean science and technology and the revitalization of soybean to a new level. The Alliance will focus on the whole chain of "variety breeding+intensive processing+resource utilization+industrial extension+brand building" of soybeans, promote the integration of innovative resources, innovation subjects and innovation links, accelerate the adaptive optimization, adaptive maturation and assembly and supporting integration of varieties, technologies, machines and tools, and create a high-quality and efficient soybeans industrial cluster with deep integration of primary, secondary and tertiary industries and green circulation, Form a strong joint force to support the sound and sustainable development of the soybean industry, and provide comprehensive technical solutions for the establishment of the national brand of "China Soybean".
Favorable sector: soybeans
Relevant Concept Unit: Fengle Seed Industry 、 Pengdu Agriculture and Animal Husbandry 、 Great Northern Wilderness 、 Xiangcai Shares 、 Jingliang Holding
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Editor in charge: Feng Tiwei
