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Today's Focus

1 and the five departments jointly issued a document to carry out the pilot project of vehicle-road-cloud integration

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The National Development and Reform Commission and other departments issued the Measures on Creating New Consumption Scenarios and Cultivating New Growth Points for Consumption. Among them, it is mentioned that cities are encouraged to relax vehicle purchase restrictions and issue additional car purchase targets. Through the linkage between the central finance and local governments, funds will be arranged to support the scrapping and renewal of qualified old cars. Encourage conditional local support for car replacement updates. Expand the pilot scope of the pilot zone for the full electrification of vehicles in the public domain. Steadily promote the commercial landing operation of autonomous driving, and create a new scene of high-level intelligent driving. To carry out the intelligent car "car road cloud integration" application pilot.

China Securities Journal Review: In recent years, the development of China's intelligent network automobile industry has achieved positive results. By the end of 2023, a total of 17 national-level test demonstration zones, 7 car networking pilot areas, 16 smart cities and intelligent network car collaborative development pilot cities will be built nationwide. The construction of "vehicle, road and cloud integration" not only brings new business opportunities for intelligent transportation construction and solution providers, but also helps transportation information companies to expand their business nationwide. With the "car road cloud integration" pilot landing, the market growth space of the intelligent network automotive industry is expected to be broadened. According to the report of Sadie Prospective Industry Research Institute, "The Integration of Vehicle, Road and Cloud" Accelerates the Commercialization of Autopilot in the Data-Driven Era, the market size of China's intelligent network connected vehicles is nearly 600 billion yuan in 2022, is expected to exceed 5 trillion yuan in 2030, and the relevant market size of "Vehicle, Road and Cloud Integration" exceeds 14 trillion yuan.

A- share related concept stocks: Jinlu Electronics (301282), Xiongdi Technology (300546), etc.

2, the first batch of networking satellites of Qianfan constellation will be launched to accelerate the development of commercial space

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The Shanghai Stock Exchange News learned that the launch ceremony of the first batch of networking satellites of "Qianfan Constellation" will be held in Taiyuan on August 5, which means that the Chinese version of "Star Chain" will soon shine in the stars. At that time, Gesi space will stage the grand scene of "one arrow and 18 stars", that is, all 18 stars will be handed over to the rocket side and brought into space together by the rocket side. "Qianfan constellation plan is the" G60 star chain "plan. According to the plan, the first phase will complete the launch of 1296 satellites, and the network of more than 14000 low-orbit broadband multimedia satellites will be built in the future.

Oriental Securities Research Institute believes that in 2023, China's commercial aerospace industry ushered in the real first year, the industrial chain began to mature, the infrastructure is becoming more and more perfect, and the demand is gradually clear. In 2024, commercial space was first written into the government work report, the follow-up GW constellation and G60 star chain is expected to gradually enter the tender period and intensive launch period, the satellite industry chain officially ushered in a period of development opportunities. The upstream space segment satellite manufacturing and satellite launch links are the first to benefit, followed by the ground segment network construction equipment and application terminals. Focus on core suppliers in all aspects of the industry chain.

Guobo Electronics (688375) is the largest R & D and production platform for T/R components in foreign countries except for the internal supporting facilities of the whole machine users. The developed active phased array T/R components are gradually entering the final batch production.

Shanghai Hanxun (300762) won the bid to be shortlisted for the first phase of the low-orbit satellite constellation satellite communications load product development, the load is expected to be put into production in 2024, to achieve delivery to the star.

3, Latest! Sino-US science and technology competition has escalated again, involving three major areas

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According to Sina Finance, the U.S. Treasury Department recently released a 165-page draft of the Proposed Rulemaking Announcement (NPRM) on its official website to restrict American investment in China's semiconductors and microelectronics, quantum information technology, and artificial intelligence.

The draft NPRM is a specific implementation of the "Executive Order on Handling U.S. Investment in Specific National Security Technologies and Products in Countries of Concern" issued by the Baden government in August 2023. The implementation of this draft will further intensify China and the United States. Technical competition and economic and trade frictions. At the technical level, it involves semiconductors and microelectronics, quantum information, and artificial intelligence. For our country, the substantive impact is limited. The deadline for consultation on the draft is August 4, 2024, or relevant laws and regulations will be implemented before the end of the year. With the support of domestic funds and policy environment, it is expected to further stimulate the internal driving force of independent innovation. For example, the "17 articles on venture capital" issued a few days ago have increased support for scientific and technological innovation in terms of equity investment and enterprise restructuring. The latest US ban is not only a further restriction on China's scientific and technological development, but also a sign of intensified international scientific and technological competition, which may affect market sentiment in the short term. In the medium and long term, this trend also means that semiconductors and other domestic substitution strength and space will be stronger than the current market expectations, with domestic policies and financial support to increase, technology stocks are expected to "take advantage of the situation".

Related listed companies: Naxin Micro (688052), Starsemi-conductor (603290)

4, PCB technology upgrade, Avida favors new solutions! Enterprises that take the lead in laying out relevant production capacity are expected to benefit

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according to the financial association, recently, Prismark predicted that from 2024 to 2028, the global PCB industry output value will still grow at a compound annual growth rate of 5.4, and is expected to exceed $90 billion by 2028. Among them, the market size of HDI board is expected to reach $14.58 billion in 2027, with a compound growth rate of 6.2 percent from 2023 to 2028, higher than the industry average growth rate.

AI servers and 800G switches have a greater demand for HDI boards and high multilayer PCBs, while previous manufacturers had less capacity layout in HDI, resulting in strong demand and a shortage of capacity. Benefiting from the accelerated development of domestic computing power, domestic PCB (especially high-end HDI) related manufacturers are also expected to usher in high growth. The strong demand for AI, high-speed networks and new energy vehicles will continue to support the rapid growth of market segments such as high-multilayer high-speed boards, high-end HDI and packaging substrates, and bring a new round of growth cycle to the PCB industry, and the global PCB industry output value will continue to grow in the future. Head manufacturers currently have strong order demand, HDI product technology is more difficult, the price is better, profitability has been further improved, focus on HDI board and high multi-layer PCB capacity, and is expected to obtain AI server and 800G switch PCB order opportunities.

Related listed companies: Shanghai Electric Power Co., Ltd. (002463), Shennan Circuit (002916)

Trading tips

1. Listed today: None;

2, suspension today:* ST Mingcheng, ST Intercontinental, ST Nanwei, ST Zhongan, ST Aokang;

3, resume trading today: none;

4, today's release: Jiayi shares, 100 grams of biological.

Announcement Gold Rush

1. research institute (603183): subsidiary company plans to build a new inspection and testing base of 0.39 billion yuan

2. zhonglan environmental protection (300854): jointly won the bid for the general contracting project of environmental remediation project of 1.538 billion yuan yulong landfill site

3, jinzhi technology (002090): won the bid for a number of smart energy and smart city related projects totaling 56.4818 million yuan

4. wanma technology (300698): plans to build a self-driving cloud service construction project with 0.101 billion yuan

5. hefeng shares (603609): shares to be repurchased at 0.15 billion yuan -0.3 billion yuan

6. hanyu pharmaceutical (300199): liraglutide injection has been tentatively approved by FDA

Main data

1. hot data: the market opened low all day on Monday, with all three indexes down more than 1%. By the close, the Shanghai index was down 1.17 per cent, the Shenzhen index was down 1.55 per cent and the GEM index was down 1.39 per cent.

2, dragon and tiger list: after-hours dragon and tiger list data show that jingwang electronics was bought the most, with a three-day amount of 47.3181 million yuan; Pengding Holdings bought 55.322 million yuan and sold 0.209 billion yuan by Shenzhen Stock Exchange's special seats, and sold 80.1563 million yuan net of special seats for four institutions. Shenzhou information was sold most by institutions, with an amount of 48.2886 million yuan. Good good institutions sold, total net sales of 28.9525 million yuan;

3. capital wind direction: the turnover of the two cities was 695.6 billion, 76 billion from the previous trading day. On the market, power stocks opened up, PCB concept stocks were locally active, and digital currency concept stocks moved in the afternoon. In terms of sectors, none of the sectors rose, the company board sub-new, MR, brain-computer interface, e-commerce and other sectors fell first.

Content Writing

Pan Guiqin

Certificate number: S1070619120003

Audit Edit

Pan Guiqin

Certificate number: S1070619120003

Disclaimer

The information in the information is derived from publicly available sources and we make no warranty as to the accuracy or completeness of such information. The contents and opinions in the report are for reference only and cannot be used as the only reference factor for investment decisions.

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