[Today's Guide]

Space exploration on Mars in 2008 is no longer out of reach

○ Pig farming accelerates the decapacity pig cycle to release positive signals

○ Play with the world's Huawei maps installed 1.5 billion times in 3 days

[CSI Headline]

Send humans to Mars in eight years Space exploration is no longer out of reach

According to reports, on January 13, local time, the space exploration company SpaceX released a video of the company's annual meeting on the social platform X. SpaceX CEO Elon Musk revealed that SpaceX plans to launch 144 times in 2024, maintaining its annual growth rate of 50%. In addition, "colonizing Mars" has always been Musk's goal. "If we are lucky, maybe we will send humans to Mars within eight years." Musk said with emotion.

Comment: In the commercial field, the market value created by space exploration is extremely considerable. For example, space tourism, space mining, and space clean energy are all emerging industries currently being explored. The global space economy is worth about $460 billion in 2022, while space's contribution to the broader economy is worth $3.1 trillion. Looking ahead, the space economy will be valued at $1 trillion in 2040, while the value of space to the broader economy and society is expected to reach about $7.9 trillion, resulting in a cumulative impact of more than $80 trillion between 2025 and 2040. A- share related concept stocks are: Tianyin Electrical and Mechanical (300342), Huali Chuangtong (300045) and so on.

[CSI Focus]

Pig farming accelerates the decapacity pig cycle to release positive signals

according to the data disclosed on the website of the national development and Reform Commission on January 15, pig prices fluctuated and fell in the second week of January. The price of the peak season is not prosperous, will help the bottom of the industry capacity to continue to perform. The Ministry of Agriculture and Rural Affairs tracked the extent of capacity de-production recently disclosed that the sow stock in December 2023 was -1.7 percent month-on-month, down further from -1.2 percent in November 2023, the largest monthly decline in 2023, exceeding market expectations. Among them, the production capacity of large-scale farms decreased by about 1%, and the production capacity of retail investors decreased by about 3%.

comments: since 2024, the overall trend of pig prices is still weak. the low pig prices in the peak season before the spring festival have increased the losses of farmers and made the industry once again dispel the expectation of pig prices before important festivals. Low pig prices may accelerate the industry to capacity, official data also show that the industry has accelerated for two consecutive months, from a cyclical point of view or a positive signal. A- share related concept stocks are: Wen's shares (300498), Makahara shares (002714) and so on.

[Highlights]

○ On January 15, the State-owned Assets Supervision and Administration Commission of the State Council held a symposium on the economic operation of state-owned enterprises to study practical measures to promote central enterprises to start well.

○ By the end of 2023, the number of invention patents in China (excluding Hong Kong, Macao and Taiwan) had reached 4.015 million, an increase of 22.4 percent over the same period last year, making it the first country in the world to have more than 4 million valid invention patents.

○ Recently, the Information and Communication Administration of the Ministry of Industry and Information Technology held a national teleconference on the "Work Plan for Promoting the High-quality Development of Digital Technology for Aging" in Beijing.

[perspective]

easily play around the world huawei map shelves 3 cheonan install 1.5 billion times

it is reported that recently, Huawei's application market put on the shelves of Petal map (petal map), which was installed 1.5 billion times in 3 days. The application introduction shows that Petal Map (International Edition) is a map application specially prepared for users to leave the country (including Hong Kong, Macao and Taiwan regions). It provides route planning, real-time road conditions, driving navigation, walking and bus navigation, location collection and other functions for overseas 160 + countries/regions. In addition, it also provides local popular restaurants, hotels, scenic spots recommendations and other play strategies to easily play around the world. A- share related concept stocks mainly include Guangting Information (301221), Four-dimensional Tuxin (002405) and so on.

Company Trends

○ Venture Dark Horse (300688) joined hands with Huawei Cloud to release a large model solution for SME services.

○ People's Data under People's Network (603000) signed a strategic cooperation agreement with the Price Monitoring Center of the National Development and Reform Commission.

○ Electric Chip (600877) said on the interactive platform that broadband satellite communication phased array transceiver chips have been mass produced and supplied in small quantities.

○ Recently, the pre-concentration salt field of the green comprehensive development and utilization of 10,000-ton battery-grade lithium carbonate project in Zabuye Salt Lake, Tibet, where Beijette (300774) provided all membrane process sections, was successfully flooded into the water, marking the official start of trial production of the salt field. This project is the first modern large-scale industrial project in Tibet and the first project to realize the comprehensive development and utilization of salt lake resources.

○ Vanadium and Titanium (000629) and Dalian Rongke signed the 2024 Annual Framework Agreement on Cooperation in Vanadium Energy Storage Raw Materials.

○ Yinlun (002126) subsidiary has been designated for the new energy vehicle chiller project of a famous European auto parts manufacturer.

○ Ai is electronics (688798) to build a global research and development center and industrialization phase I project for about 1 billion yuan.

○ Lipert (605167) plans to issue convertible bonds to raise no more than 0.75 billion yuan and will invest in Nantong Lipert Heavy Industry Project.

○ The controlling shareholder of Haikangweishi (002415), CLP Haikang, is acting in concert with the investment of Human Power Company, which plans to increase its shares in the company at 0.3 billion yuan to 0.6 billion yuan.

○ Preh Ophthalmology (301239) net profit pre-increased by 1163.98-1285.51 in 2023.

○ Joyson Electronics (600699) expects net profit to grow by 176 YoY in 2023.

○ China Sports Industry (600158) expects net profit to increase by 467-552% YoY in 2023.

○ Sany Heavy Energy (688349) plans to buy back shares from 0.1 billion yuan to 0.2 billion yuan.

○ Ruike Laser (300747) net profit pre-increased by 389.32-511.64 in 2023.

[Funding Tide]

○ Northbound funds Net sale of $4.133 billion on January 16. Chang 'an Auto, BYD and Guizhou Maotai were net sold by 0.67 billion yuan, 0.237 billion yuan and 0.172 billion yuan respectively. North Huachuang's net purchase amount was the largest, with an amount of 0.302 billion yuan.

○ Guangyang shares (002708) rose on January 16. According to the dragon and tiger list data, the largest buying seat, Guosheng Securities, Nanchang Financial Street Securities Business Department, bought 40.9818 million yuan, and a special seat for an institution sold 11.9181 million yuan.

[ IPO ]

○ Xuchang Intelligence: the purchase code is 889001, the purchase price is 4.60 yuan, and the issuance price-earnings ratio is 29.66 times. the company is mainly engaged in intelligent power distribution products, new energy products and systems.