Guide for today
China newly-built apheresis plasma collection station speeds up examination and approval and leans towards leading enterprises.
The United States attacked the Sino-Russian network security configuration window with "acid fox"
Release the first national standard of polypropylene insulated cable to accelerate the industrialization process.
Zhongzheng viewpoint
China newly-built apheresis plasma collection station speeds up examination and approval and leans towards leading enterprises.
Recently, the Health and Wellness Committee of Inner Mongolia Autonomous Region drafted the Planning for the Establishment of Plasma Collection Stations in Inner Mongolia Autonomous Region (2022-2025) (Draft for Comment). According to the population distribution, unpaid blood donation, epidemic situation of diseases and annual plasma collection volume of the existing four plasma collection stations in Inner Mongolia, it is planned to set up 10 plasma collection stations in the whole region from 2022 to 2025 based on the principle of moderate development. The newly added apheresis plasma station will focus on blood product manufacturers with strong R&D ability, high comprehensive utilization rate of plasma and standardized management of apheresis plasma station, and guide blood product manufacturers to improve their R&D level and comprehensive utilization rate of plasma. According to the industry, in the past five years, the approval of pulp stations in the whole industry has become stricter, the number of newly approved pulp stations is small, and the growth of blood products plate is limited. This situation is expected to change during the tenth five-year plan period. The planning of plasma collection stations in several provinces is expected to be completed in 2022-2023, leading enterprises are expected to benefit, and blood products are expected to grow.
Secondly, Guangdong Drug Trading Center announced the results of centralized collection of blood products of Guangdong Alliance on May 27th. There is no competitive price reduction law among enterprises in this centralized procurement, and the highest effective declared price is generally higher than the historical winning bid price. The organization believes that centralized procurement rules are mild, which is conducive to the product supply guarantee of the blood products industry. With the gradual landing of this centralized procurement, the policy expectation of the blood products sector is gradually clear, which is conducive to the valuation repair of the sector.
Third, the marginal impact of the epidemic is expected to decline, the demand for blood products is rigid, and the demand for hospital terminals will recover and maintain steady growth.
Hot spot focusing
The United States used the "acid fox" to attack the Sino-Russian network security configuration window.
Recently, many domestic scientific research institutions have found traces of the activities of the "Verifier" Trojan horse program. On the 28th, the National Computer Virus Emergency Response Center and 360 Company respectively released special research reports, and on the same day, they disclosed another cyber attack weapon "Acid Fox" vulnerability attack weapon platform belonging to the National Security Agency (NSA).
Experts said that the "acid fox platform" is the main battle equipment of the computer network intrusion action group under the NSA, and its attack scope covers the whole world, with emphasis on China and Russia. According to the filter rule fragment on the "acid fox platform" server, it can be judged that the server mainly attacks domestic host targets. In the filter, Kaspersky antivirus software, Rising antivirus software, Jiang Min antivirus software and other popular antivirus software processes in the target environment are matched to judge the implantation conditions.
Recently, the United States has also issued a series of bills to increase the budget for cyber security, strengthen the security defense level of its key information infrastructure, hold various domestic and international cyber warfare exercises, and jointly train cyber security personnel by the government, the military and the people, encourage cyber security research, and restrict the export of sensitive cyber security technologies. The practice of the United States cannot but make people doubt that it is actively preparing to launch a larger-scale cyber war.
Departmental dynamics
According to the industry website, the beta version of HarmonyOS System 3.0 will be launched soon. Previously, the developer beta version of Huawei HarmonyOS HarmonyOS System 3.0 has started public testing and recruitment. Now some developers have received SMS notification. Huawei said that it will push the developer beta of HarmonyOS3.0 online within 1-2 working days.
Among the listed companies, Changshan Beiming (000 158) Beiming Software is Huawei's core strategic partner, and has in-depth cooperation in innovative fields such as Huawei Cloud, Shengteng and Kunpeng. The company disclosed on the interactive platform that Beiming Software is a partner of HarmonyOS System. Wei Tuo Information (00226 1) is a member of the OpenHarmony ("Open Source HarmonyOS System") project team. In March of February1,the company signed a memorandum of cooperation with Huawei, and the two parties will jointly build joint innovation lab based on HarmonyOs***.
The first China Computing Conference will be held in July, and industry companies are expected to benefit.
It is reported that the first China Computing Conference will be held in Jinan from July 29th to 3rd1. With the theme of "Counting all kinds of industries to lead the future", the conference was held in an "online+offline" way, aiming to show the latest achievements of China's computing infrastructure construction, strengthen exchanges and cooperation between domestic and foreign computing technologies and industries, build a docking platform between Industry-University-Research and China, promote the empowerment of computing to all kinds of industries, and help the digital transformation of economy and society. A series of national and provincial computing cooperation projects will also be signed at the meeting.
With the full opening of the digital economy era, computing power, as a new type of productivity, has become the new focus of global strategic competition, and it is of great significance to accelerate the construction of computing power infrastructure. Accelerate the construction of computing infrastructure such as computing networks, intelligent computing centers and integrated big data centers, continue to promote the in-depth development of cloud network integration, consolidate the "computing foundation" of digital economic development, and help the digital transformation of the economy and society.
Among related companies, Inspur Information (000977), as a global leader in intelligent computing, provides leading intelligent computing for cloud computing, big data and artificial intelligence. By constantly improving the server software and hardware research and development system based on customer demand, the company has formed a series of cloud computing Iaas products with independent intellectual property rights, covering high, medium and low-end servers. China Great Wall (000066) has built a complete product industry ecological chain of "core-end-cloud-control-network-security", which provides basic computing capacity and technical support for the digital economy. Chuling Information (300250) takes edge computing as the core, builds a database through intelligent connection of edge data, and uses core technologies such as company DPI to collect, mine and analyze the data in the pipeline to form valuable information, which is applied to operators, video, Internet of Things, data security and other industries.
Industrial observation
Yole, a market research company, predicts that the market of GaN power devices will grow from1202 million to $2 billion in 2027, with a compound annual growth rate (CAGR) as high as 59%. Yole believes that consumer electricity, data communication/telecommunications and automobiles will be the main driving forces of the gallium nitride market.
Firstly, as the third generation semiconductor material, GaN has been widely used in the consumer power market in recent years. Especially with the rapid charging of gallium nitride by major mobile phones and notebook brands, the performance of gallium nitride power devices has been further verified, and the popularization of gallium nitride technology in the fast charging market has also been accelerated. Yole predicts that the consumer electricity market will continue to grow at a compound annual growth rate of 52%, and will grow to $965,438+06 million by 2027. Secondly, from the perspective of power efficiency, it is expected that the data communication/telecommunications market will become more common in the medium term. Especially with the development of 48V-Point-of-Load (direct voltage conversion from 48V to POL) system in data center, it is expected to be popularized and applied to low-voltage applications. According to Yole's forecast, this market will continue to grow at a compound annual growth rate of 69%, and will reach $665,438+08 million in 2027. At the same time, due to the rapid development of automotive electrical/electronic (E/E) conversion, this market will grow at a compound annual growth rate of 99% from this year to 2027, and it is expected to grow to a scale of 227 million US dollars.
The export volume of amino acids has increased substantially year-on-year, and the dawn of the industry has already appeared.
According to customs statistics, in May 2022, China's export volume of lysine and lysine salts and esters was 99,860 tons, up 6. 12% from the previous month, up 5.3 1 10,000 tons and up13.56% year-on-year. From June to May, 2022, the export volume of lysine salt and ester in China was * * * 456,960 tons, up 44.8% year-on-year. Among them, the export volume to Europe is the highest, followed by Asia and North America. In addition, in May 2022, China exported about 1.26 1 10,000 tons of solid methionine products, up 42% month-on-month and 99.2% year-on-year. From June 5438 to May 2022, the total export volume of methionine in China was 55,200 tons, up 70.5% year-on-year. From June to May, 2022, China exported 276,000 tons of threonine products, up 16.09% year-on-year.
Information tracing
Polypropylene insulated cable is the first national standard to accelerate industrialization.
Recently, the standard announcement of China Electrical Apparatus Industry Association [No.2 (No.41) in 2022] published the group standard "Thermoplastic Polypropylene Insulated Power Cable with Rated Voltage of 6kV(Um=7.2kV) to 35kV(Um=40.5kV)" (T/CEEIA 59 1-2028).
At present, the wire and cable industry is facing the historical node of technical transformation, and the widely used XLPE insulated cable is facing the problem of how to deal with the end of product life. Thermoplastic polypropylene insulated power cable can better solve the environmental protection treatment after the end of product life, at the same time reduce the energy consumption in the production process of products and realize environmental protection. Therefore, under the background of "carbon dioxide emission peak" and "carbon neutrality", the development of polypropylene insulated power cable will have a good market prospect.
The above cable standard is the first polypropylene cable standard in China. The design, manufacture and industrialization of thermoplastic polypropylene insulated power cables with rated voltages of 6 kV and 35 kV are standardized. The listed company Zhongtian Technology (600522) has high strength and high elongation aluminum-clad steel-cored high strength heat-resistant aluminum alloy stranded wire, solid die forged aluminum alloy spacer, oil-immersed variable frequency booster transformer for offshore platform, rated voltage 10kV fire-resistant optical fiber composite power cable, rated voltage 35kV polypropylene insulated power cable, rated voltage 35kV salt spray resistant fully sealed cable assembly for offshore fan (Um=40.5kV). Through Far East Cable, a subsidiary of China Electric Far East Co., Ltd. (600869), the Technical Specification for Ecological Design Evaluation of Wire and Cable Products was compiled. Polypropylene insulated cable with faster production speed, higher efficiency, recyclability and no harmful gas in the production process was taken as the fist product, and the research and development of this kind of products was strengthened.
The new national standard for water purifiers began to implement or eliminate 40% of products in July.
The new national water efficiency standard is a revision of the water efficiency limit and grade of reverse osmosis water purifier, and it has been implemented since 201810/0. The new version of water efficiency standard for water purifier has improved the output of purified water again, and the minimum water efficiency limit has been increased from 35% to 45%, and the requirement of rated total water purification capacity of 2000 liters has been increased. According to industry insiders, the water purifier products currently on the market account for about 38% of the market share, products with a net water output of 45%-55% account for 42% of the market share, and products with a net water output of more than 65% account for 8% of the market share. The implementation of new energy efficiency standards for water purifiers means that more than 40% of products on the market will be eliminated.