Must-read news 1: Speed up the implementation of major projects such as "East Counting and West Counting". The total investment of the project has exceeded 400 billion yuan

A spokesman for the National Development and Reform Commission said that we should speed up the development of the digital economy, speed up the implementation of major projects such as "counting the East and counting the West", carry out pilot projects for digital transformation, and promote the deep integration of the digital economy and the real economy. to create a digital industrial cluster with international competitiveness.

Prior to this, Zhang Zhihua, deputy director of the High Technology Department of the National Development and Reform Commission, said that since February this year, the National Development and Reform Commission, together with the Central Internet Information Office, the Ministry of Industry and Information Technology, and the National Energy Administration, launched the implementation of the "East and West calculation" project, the total investment of the project has exceeded 400 billion yuan, and the agglomeration effect of computing power has initially appeared. Institutions believe that investment in information infrastructure is an important means to stimulate economic growth, looking forward to 2023, to judge the three major domestic operators capital expenditure structure change trend is still continuing, cable side and east-west investment is expected to further increase.

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Jialu (603912) refrigeration products and solutions are widely used in Guizhou, Inner Mongolia, Gansu, Ningxia, Hebei, Henan, Shanghai, Anhui, Guangdong, Sichuan, Chongqing and other places, and the radiation range covers the eight major hubs of "East and West.
Yimikang (300249) has a full industrial chain layout of four major businesses: key equipment, intelligent engineering, IOT software and intelligent services, and the four major businesses have served data centers in many regions of the country.

Must-read news two: epidemic prevention materials demand is strong, upstream core material melt-blown non-woven production capacity is urgent.

The reporter learned from a listed company that produces masks that due to the tight supply of meltblown cloth and the capacity is still climbing, the delivery period of most of the company's mask orders has been extended from the previous day to about 7 days.

N95 masks are starting to sell well. The main material for the virus filtering effect of the mask is a very fine and electrostatic inner filter cloth-meltblown non-woven fabric. Under the recent strong demand for masks, the price of melting cloth has soared. Reporters learned today from a listed company that produces masks that the current price of electric resident meltblown cloth is about 3-70000 yuan per ton, and the previous normal price is about 20000 yuan per ton. The price of water resident meltblown cloth has reached 9-100000 yuan per ton, nearly double the previous normal price (4-50000 yuan per ton). The company also revealed that the current demand for masks is strong, but the production capacity of meltblown cloth cannot keep up, resulting in rising prices, "almost one price a day or two".

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Jinfa Technology (600143) At present, the company meltblown materials, meltblown cloth, masks, protective clothing and other epidemic prevention products orders are very sufficient, recently affected by the strong market demand, some products appear short-term supply.
Guoen shares (002768) wholly-owned subsidiary Guoen melting industry for the Beijing Winter Olympics "China Ice and Snow" brand series mask melting cloth exclusive supplier.

Must-read news three: industrial control demand leads to tight supply of automotive chips in 2023

RonMartino, NXP's executive vice president of global sales, said that market demand for automotive and industrial control is still quite strong, and it is expected that MCU tightness will continue and will be comprehensive. Capital expenditure will remain at a high level in the near future to ensure that customers can obtain sufficient capacity support.

Automotive chip lack of core relief slower than consumer electronics, the third quarter of this year overseas mainstream manufacturers such as ST, Renesas, NXP and other large manufacturers of MCU chips continued to be tight, delivery continued to extend, and generally showed a price increase trend. The organization believes that under the influence of automobile electrification, intelligence and networking, the automobile chip market as a whole is showing a growth trend. Through mergers and acquisitions and endogenous development, China's automobile-grade semiconductors are expected to make a big breakthrough. Relevant automobile semiconductor enterprises are expected to benefit deeply from local substitution and automobile electric intelligence to bring opportunities for significant increase in the value of single-vehicle semiconductors.

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Zhongying Electronics (300327) car MCU chip in active research and development and landing deployment, is currently in the research and development testing stage, has been approached by customers and planning to import.

Medium-micro semi-conductor (688380) new generation of car-grade MCU as of the end of the third quarter total shipments in the order of a small million.

Must-read Highlights 4: Longji P-type and Indium-free HJT Battery Efficiency Breaks World Record Again

Recently, according to the authoritative certification report of Germany's Hamelin Solar Energy Research Institute (ISFH), Longji Green Energy has set a new world record of 26.56 conversion efficiency of P-type HJT battery and 26.09 conversion efficiency of indium-free HJT battery on the basis of M6 full-size monocrystalline silicon wafer and self-developed mass production process technology, further consolidating the industrial technical foundation of low-cost HJT battery.

At present, domestic and foreign photovoltaic manufacturers are carrying out heterojunction expansion, the company announcement shows that the global heterojunction planning capacity of more than 120GW. The organization believes that 2022 will be a year for HJT to accelerate its cost reduction and efficiency increase, maintaining the expectation of 20-30GW of industry-wide expansion in 2022. It is expected that the single-W production cost of HJT battery chips will be equal to PERC by the end of 2022, and the industry-wide expansion will begin in 2023 & major factories will begin to expand production on a large scale.

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Roboco (300757) can provide HJT battery technology path under the various links of supporting automation equipment and products, the company on the HJT technology path of automation intelligent products have been updated to the third generation.
In the capacity climbing stage of the diamond photovoltaic (300093) heterojunction battery production line, the average conversion efficiency of the microcrystalline line HJT battery reached 24.95, the maximum conversion efficiency of the battery reached 25.2, and the mass production power of the heterojunction module reached 700W +.

Titanium Small Stock-Titanium Media Finance Research Institute

2022.12.19