On January 11, the three major indexes of A-shares opened slightly higher, and the collective volatility of the afternoon was higher. As of the close,Shanghai indexSlightly closed up 0.74% to 2,553.83; Shenzhen Composite Index closed up 0.61% to 7474.01;GEMClosing rose slightly by 0.2% to 1261.56.
Market sentiment has improved significantly,New sharesAfter another surge, 15 stocks closed up and closed. On the face of the disk, in addition to the second-new stocks, fuel cells, 5G, and the Internet of Vehicles were among the top gainers, while precious metals and port water transport were among the top losers.
There are more than 70 stocks in the two cities, and the stocks are still less than 10, and ST Changyou still has a daily limit. At the close, there are still 1.45 million contracts.
Leading plateIn-depth inquiry:Hydrogen fuel cell enters the stage of industrialization
In the last trading day of this week, the fuel cell performance was exceptionally strong. At the close of the trading, Huachang Chemical, Dayang Motor, Snowman Co., and Xiongyi Co., Ltd. all rose 7 times, and Guiyan Platinum rose more than 7%. Tongji Technology, Furui Te, and many other stocks were among the top gainers.
In the news, recently, the newly developed fuel cell of the research team of the National Power Investment Group Hydrogen Energy Technology Development Co., Ltd. has realized the complete autonomy of the entire industrial chain, with advanced technology and low cost, which helps fuel cells in China. Large-scale application.
According to Gasgoo.com, since 2016, China's hydrogen energy and fuel cell vehicle industry has developed rapidly, forming a cluster of hydrogen energy and fuel cell vehicles in Beijing, Tianjin, Hebei, East China, South China, Southwest China, Northwest China, Northeast China. It is a relatively mature industrial supporting and commercial application system. At present, China has promoted the application of more than 2,000 fuel cell vehicles, and put into operation 12 hydrogen refueling stations, and also carried out small-scale demonstration applications in Shanghai Anting, Beijing Yongfeng, Guangdong Foshan and other places.
According to the recent release of Guojin SecuritiesResearch reportAccording to the data, in 2020, the fuel cell subsidy will not decline, and the cost of the fuel cell system will drop by 50%, the cost of the whole vehicle will drop by 35%, and the price of hydrogen will drop to 30 yuan/kg. The fuel cell logistics vehicle has a life cycle cost of 195,500 yuan, and the cost per kilometer is 0.54 yuan/km, which is 67% lower than the fuel logistics vehicle cost.
Guojin Securities also pointed out that fuel cell vehicles have the advantages of long battery life, fast hydrogenation, high load and zero pollution, and are a perfect substitute for fuel vehicles in heavy-duty medium-long transportation. Fuel cell vehicles target 4 million commercial vehicles. The industry has entered the 1st to the Nth era, and the industry has a lot to offer.
Three majorBrokerInterpretation5GIndustry chain investment opportunities
Communications industry:5GTemporary license issuance form determinationIndustry process begins to accelerate
Previously, the market unanimously expected that 5G licenses will be officially issued in the second half of 2019. The Minister of Nursery said that the 5G temporary license will be issued, which means that the 5G timetable will be significantly advanced.The progress of the industrial chain is expected to further accelerate.Last year's "Government Work Report" clearly included 5G in the 2019 work plan. In the subsequent Central Economic Work Conference, it was proposed that 5G will be the focus of the new infrastructure in the future.The provision of the temporary license once again shows that the government is promoting5GDetermination.Miao Wei, Minister of the Ministry of Industry and Information Technology, also clearly stated that 5G is expected to accelerate the development of the Internet of Things, especially the development of the Internet of Vehicles industry, and promote the transformation of road network information. In addition, in 2019, 5G should accelerate the application of education, medical care, and old-age industries.The vertical sector business model is expected to open a substantive exploration phase.
Maintain the previous judgment of the prosperity of the 5G industry chain in 2019,Focus on the main device sub-section, the sky feed sub-section and the optical module sub-section.In addition, optimistic about the accelerated development of the Internet of Things and the Internet of Vehicles industry, the economy has improved. (Research publication date: January 7, 2019,Click to view full text>>>)
Communication industry: 5G temporary license will be issued to accelerate commercial investment
In August 2018, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued a three-year action plan for expanding and upgrading information consumption (2018-2020), requiring information consumption to reach 6 trillion yuan by 2020, an average annual growth rate of 11% or more, and pulling output in related fields to 15 One trillion yuan.5GAs the core driving force for information consumption and the upgrading of the driving industry, it will become the starting point for new infrastructure construction.
In 2019, the intensity of 5G construction will be greater than expected. It is expected that the operator's technical route and equipment will be accelerated. The scale of construction of towers and wireless side and the capital expenditure of operators will expand.It is expected that the number of new base stations will exceed10Ten thousand seats.The scale of investment on the wireless side will exceed350100 million yuan.In 2019, operators will increase the development of the Internet of Things and Industrial Internet to develop users. After 5G commercialization, the Internet of Things will smoothly transition from NB-IOT to 5G connection. At present, China's Internet of Things connection has a foundation.Large-scale application scenarios have also emerged and formed a complete commercial closed loop. (Research publication date: January 7, 2019,Click to view full text>>>)
Communications industry:5GTemporary licence will be issuedExpected to start5GPioneering construction in local areas
On January 10, Miao Wei, Minister of the Ministry of Industry and Information Technology, said in an interview with CCTV that China will carry out 5G commercial promotion in 2019, and some regions will issue 5G temporary licenses. The provision of temporary licenses encourages the construction of conditional areas, which is in line with the 5G trial commercial forecast and highlights the strategic position of 5G information infrastructure. It is conducive to the maturity of 5G system equipment and foster 5G ecology.
5GIn the short term, the sector will still focus on the theme investment, but in the medium term, system equipment, supporting antennas, filters and optical modules, fiber optic cables and other sectors will benefit, in the long run4KNew economic formats such as HD and Internet of Vehicles will benefit.In addition, 5G commercial will drive data traffic and data storage computing to further increase, and the demand for supporting data center will continue to prosper. Currently, the data center construction and operation related targets are generally at historically low valuation. (Research publication date: January 7, 2019,Click to view full text>>>)
(The content of the article is for reference only. For the stocks mentioned in the article, it does not constitute investment advice. Investors operate according to this, at their own risk.)