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Huawei AR is coming soon!Concept stocks strongly lifted the daily limit of Crystal Optoelectronics
Virtual reality concept stocks were active during the session on the 15th. As of press time,Dafu Technology、GQY video、Jiachuang VideoWait for the daily limit,Lante OpticsApproaching the daily limit,RiadRose more than 11%,Crystal OptoelectronicsAlso daily limit,Digital video、Silk Road Vision、MitsunoriWait for an increase of over 8%.
On the news, Huawei will hold the 5G+AR Global Online+Offline Summit on June 17, uniting global operators, regulatory agencies, partners, media,AnalystEtc., to promote the 5G+AR ecological prosperity.
It is reported that a number of listed companies have already deployed in the VR/AR field.Such asBOE A:JingdongFang’s subsidiary, Yunnan Chuangshijie, announced in March that it is building a new 12-inch OLED micro-display device (silicon-based OLED) production line. The project has a total investment of 3.4 billion yuan and a designed annual production capacity of 5.23 million pieces. The project will be implemented in three phases and is expected to be completed in January 2024. Yunnan Chuangshijie Optoelectronics’ 8-inch silicon-based OLED micro display device production line has achieved mass production in 2019 and is currently increasing its production capacity.
Which sectors are expected to benefit from sports in the new year?
After five years of waiting, the European Cup, which was postponed for one year, officially kicked off on June 12. In addition to the re-ignition of the Europa Continental football “war”, this year, major international sports events such as the Olympic Games and the America’s Cup will also start one after another. Will you watch the game with a beer? Which A-share companies may benefit in the sports year?
Because of the epidemic, the football carnival of the European Cup is one year late. To celebrate the 60th anniversary of the European Cup, this is the first time that as many as 10 countries will participate in the European Cup. The “war” of the European Cup is in full swing, as beer and snacks essential for watching football, leading to a strong A-share related sector. Statistics show that the beer index has continued to strengthen since March. As of June 11, the beer index has risen all the way since it reached its low point on March 15 with an increase of 48.30%.
Tianfeng SecuritiesSaid that there are many catalysts in the beer season. As the temperature rises and the European Cup and the Olympics approach, the industry will also usher in a strong stocking cycle. At this stage, various wine companies have also launched new products or hired new spokespersons to help high-end products. At this stage, the various wine companies carry out the layout and replacement of products and spokespersons, and they are also preparing for the peak season to increase the volume. Continue to be optimistic about the upgrading of the industry structure, and the problem of the industry’s high base is expected to be alleviated.
The four departments issue 5G application implementation plans in the energy sector, and industrial applications have entered the stage of scale implementation (with shares)
The National Development and Reform Commission and the National Energy Administration have recently jointly issued the “5G Application Implementation Plan in the Energy Sector.” The plan is clear. In the next 3 to 5 years, a batch of 5G typical application scenarios will be expanded around smart power plants, smart grids, smart coal mines, smart oil and gas, integrated energy, smart manufacturing and construction, and a batch of 5G industry private networks or virtual private networks will be built. Internet, explore the formation of a batch of competitive business models that can be replicated and easily promoted. Develop a batch of special technologies and supporting products that meet the specific needs of 5G applications in the energy sector, formulate a batch of key and urgently needed technical standards, and research and build a technology innovation platform, public service platform, and security protection system related to 5G applications in the energy sector.
Soochow SecuritiesIt is believed that the current energy industry is facing problems such as slowdown in industry growth and rising costs, and domestic policies have been continuously introduced to support the digital transformation of the energy industry. Digital transformation has reduced costs and increased efficiency for the energy industry, and created new value in the industry: Digital transformation has enabled the industry to increase revenue, reduce costs, and improve efficiency. According to the forecast of IEA “Digitalization and Energy”, the large-scale digital technology The application will reduce the cost of oil and gas production by 10%-20% and increase the recoverable reserves of global oil and gas technology by 5%. Under the general trend of the industry, many companies have joined the wave of digital transformation in the energy industry, and Huawei took the lead in establishing a digital energy subsidiary. As a high-level stage of digital energy development, intelligence will become the long-term development trend of the digital transformation of the energy industry.
Huawei 5G+AR Summit is about to be held, and institutions are optimistic about industry chain companies for a long time (with shares)
According to reports, Huawei will hold a 5G+AR summit on June 17, when it will work with global operators, regulatory agencies, partners, media, and analysts to discuss the layout and outlook of 5G+AR, and promote the prosperity of the 5G+AR ecosystem. . It is reported that Huawei’s AR innovation platform has a variety of AR open capabilities, including but not limited to AR visual positioning, AR visual navigation, AR SLAM, AR virtual and real integration, and AR remote collaboration capabilities.
Tianfeng SecuritiesIt is believed that in the future, 5G networks will be accelerated and more infrastructure conditions will catalyze the entire AR industry, whether it is on the technical side or on the infrastructure side. According to the forecast of the China Academy of Information and Communications Technology, in the next three years, we can already see a market size of hundreds of billions, and the imagination is very large. Looking forward to 2024, AR-type terminal equipment glasses have the opportunity to replace the most commonly used mobile phones, and their proportion will increase significantly. In 2023, global shipments of AR equipment are expected to exceed VR equipment for the first time. This future development trend is also very clear.
Sewage treatment sector welcomes good news since the second quarter, 14 stocks have been favored by northbound funds
A few days ago, the National Development and Reform Commission and the Ministry of Housing and Urban-Rural Development issued the “Fourteenth Five-Year” Urban Sewage Treatment and Resource Utilization Development Plan (hereinafter referred to as the “Plan”). The “Plan” clarifies that by 2025, the direct discharge of domestic sewage and the blank area of collection and treatment facilities in urban built-up areas will be basically eliminated, and the national centralized collection rate of urban domestic sewage will reach 70% or more; the sewage treatment capacity of cities and counties will basically meet the needs of economic and social development , The sewage treatment rate of county towns has reached 95% or more; the sewage treatment in sensitive areas of the water environment basically meets the level A discharge standard; the utilization rate of reclaimed water in water-deficient cities at prefecture-level and above reaches 25% or more, and the Beijing-Tianjin-Hebei region reaches more than 35%, and the Yellow River In the middle and lower reaches of the river basin, cities with water shortages at prefecture level and above strive to reach 30%; the harmless disposal rate of urban sludge reaches more than 90%.
In terms of funding, every move of northbound funding has always attracted attention. Data shows that since the second quarter, a total of 14 stocks in the sewage treatment sector have been rushed to raise funds from the north, with a cumulative amount of 713 million yuan.As of June 14th, 6 of the 141 companies in the sewage treatment sector took the lead in disclosing the first half of 2021PerformancePreview. among them,Wanbangda、Gaoke Petrochemical、GrammywithYueyang Forest PaperTo increase the performance,Tianxiang EnvironmentIn order to turn a loss,Hailu Heavy IndustryFor pre-decrement. Further combing shows that,Gaoke PetrochemicalExpected in the first half of this yearNet profitThe year-on-year growth ceiling is 245.37%.
During the year, 885 A-share companies issued 1,097 single merger plans, pharmaceutical and biological industries, among the top three industries
M&AReorganizationIt is an important way for the capital market to optimize resource allocation and an important means for listed companies to become better and stronger.Since the beginning of this year, listed companiesMergers and acquisitionsStay active. According to statistics, A-share listed companies issued a total of 1,097 merger plans during the year, a year-on-year increase of 29.82%.
Market participants believe that from the perspective of the purpose of mergers and acquisitions, the mergers and acquisitions of listed companies this year are still dominated by industrial integration. In recent years, as the regulatory authorities have focused on the “three highs” in the mergers and acquisitions of listed companies, the average premium rate of mergers and acquisitions has gradually returned to a reasonable level, and the risk of goodwill impairment has also been eased.
(Article Source:Oriental wealthResearch center)
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