[CSI Headline]

Huawei's new patents help build high-performance chips

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Huawei, together with its partner New Kailai Technologies Co., Ltd. (SiCarrier), filed a patent for an advanced semiconductor manufacturing method. According to the patent documents submitted by the two companies to the State Intellectual Property Office of China (CNIPA), they are studying self-aligned quadruple imaging technology (Self-Aligned Quad Patterning, or SAQP). This technology is expected to further reduce the dependence on high-end lithography technology and produce high-performance chips.

Comment: This method can avoid the use of EUV equipment while reducing manufacturing costs. A- share-related concept stocks are mainly pure technology (603690), Chinachem Technology (603306) and so on.

[CSI Focus]

significant safety advantage sodium ion battery energy storage national standard proposed

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Recently, the State Administration of Market Supervision and Administration has publicly solicited opinions on two proposed national standard projects of sodium ion batteries for "Technical Specifications for Sodium Ion Batteries and Battery Packs for Electric Energy Storage Systems" and "Safety Technical Specifications for Sodium Ion Batteries and Battery Packs for Electric Energy Storage Systems. The main drafting units of the document are China Institute of Electronic Technology Standardization, Institute of Physics, Chinese Academy of Sciences, Ningde Times New Energy Technology Co., Ltd., and Shenzhen BYD Lithium Battery Co., Ltd.

Comment: The formulation of standards is conducive to standardizing the competition order of my country's sodium ion battery industry and providing effective support for the healthy development of the sodium ion battery industry. Sodium-ion batteries are rich in raw materials. After large-scale production, the cost will be reduced to less than 50% of lithium-ion batteries, and it has significant advantages in safety, and has a good application prospect in new energy storage. Market research agency SNE Research released a report stating that China's sodium-ion batteries will be officially put into mass production in 2025, mainly for two-wheeled vehicles, small electric vehicles and energy storage devices. It is estimated that by 2035, the price of sodium-ion batteries will be 11% to 24% lower than that of lithium iron phosphate batteries, and the market size will reach $14.2 billion per year. A- share related concept stocks mainly include Shanghai Baba (603200) and Ruitai New Material (301238).

[Highlights]

○ On March 25, Pan Gongsheng, Governor of the People's Bank of China, said when attending the China Development High-level Forum that since the beginning of this year, monetary policy has increased counter-cyclical adjustment, the policy effect continues to show, and there is still sufficient policy space and abundant tool reserves in the future.

○ The Ministry of Industry and Information Technology publicly solicits opinions on the standard conditions and management implementation measures of the industrial robot industry (draft for comments).

○ According to the Ministry of Commerce, on March 22, US Conec, Ltd. The company filed 337 investigation applications for specific fiber optic connectors, adapters, jumpers, jumpers, and downstream products and components.

○ Since China's third-generation superconducting quantum computer-"Origin Wukong" was put into operation on January 6, it has received more than 4.28 million remote visits from 115 countries and regions around the world, and has completed nearly 167000 global Quantum computing tasks.

[perspective]

Promote the development of Chinese youth football and steadily expand the football population

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On March 25, according to the website of the State Sports General Administration, the General Administration of Sports and other departments issued the "Implementation Opinions on the Reform and Development of Chinese Youth Football." By 2025, we will promote the construction of campus football characteristic schools in accordance with the planning objectives, and establish a normalized assessment and exit mechanism. By focusing on five national high-level football reserve talent bases and a number of provincial and municipal men's and women's football youth training centers, China Youth Football League has become the top youth football competition with the widest coverage, the largest number of participants, the highest competitive level and the greatest social influence in China. The growth channel of young players has been initially established, and the football talent training system integrating sports and education has been initially formed. A- share related concept stocks mainly have three BaiShuo (001300), co-creation lawn (605099) and so on.

Company Trends

Fushi Holdings Joins Baidu to Achieve Second-Level Generation of Marketing Communication Videos

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Video, an AI video creation model DS-AI developed by Desi, a wholly-owned subsidiary of Fushi Holdings (300071), in cooperation with Baidu Intelligent Cloud, was officially launched on March 25 and integrated into Desi AI Intelligent Chain. So far, the company's layout in the AIGC field covers copy, design, video, planning, translation, audio and other brand full-link marketing content intelligent production. DS-AI Video can intelligently split and label massive video materials, and can combine the raw text model of DIS AI intelligent chain to realize one-click video generation. This technology can reduce marketing communication videos that traditionally take hours to produce to seconds.

○ Zhongsheng Pharmaceutical (002317) Innovative Drug RAY1225 Injection Phase I clinical trial to obtain top-line analysis data results, the results of the study initially show that RAY1225 injection has good safety tolerance, excellent pharmacokinetic characteristics, significantly reduce the weight of overweight or obese subjects.

○ Kangda New Material (002669) Holding Subsidiary Company plans to invest 0.4 billion yuan to build an expansion project with an annual output of 80000 tons of electronic grade epoxy resin.

○ Double One Technology (300690) has provided some customers with mold products for the flying car project, but this part of the product revenue is small.

○ Haitian shares (603759) plans to acquire 100 shares of Anfa International for 0.27 billion yuan to lay out Yichun water market.

the controlling shareholder of overseas Chinese bank shares (002973) intends to transfer 5% of the company's shares by agreement.

○ Otway (688516) plans to send 10 20 yuan and increase 4 shares.

○ Gan Zhao Optoelectronics (300102) plans to buy back shares from 0.15 billion yuan to 0.3 billion yuan.

○ Shanghai Electric Power Co., Ltd. (002463) increased its net profit by 129.66-159.62 percent year-on-year in the first quarter.

[Funding Tide]

○ Northbound funds March 25 net purchase of $5.571 billion. Ningde Times, Wuliangye and Guizhou Maotai received net purchases of 0.318 billion yuan, 0.282 billion yuan and 0.237 billion yuan respectively. Cyrus was the top net seller, amounting to $0.175 billion.

○ Wall Nuclear Materials (002130) rose 7.81 per cent on March 25, with several trading stops. According to the data of dragon and tiger list, the special seats of the two institutions were bought for 90.4969 million yuan and 47.3725 million yuan respectively, and the special seats of Shenzhen Stock Exchange were bought for 54.4504 million yuan; the securities business department of Shenzhen Jintian Road of Everbright Securities sold for 0.163 billion yuan, and the special seats of one institution sold for 47.5405 million yuan.