①The era of large wind power + photovoltaic bases has arrived, and the demand for energy storage has exploded.
The National Development and Reform Work Conference was recently held in Beijing. The meeting emphasized the strengthening of the energy production, supply, storage and marketing system. Give full play to the role of the inter-ministerial coordination mechanism for ensuring the transportation of coal, electricity, oil and gas, and ensure the supply of coal, electricity, natural gas, etc. We will advance the adjustment and optimization of the energy structure in an orderly manner, actively promote the construction of large-scale wind power and photovoltaic bases focusing on deserts, Gobis, and desert areas, and continue to play the role of traditional energy sources, especially coal and coal-fired power, in peaking and ensuring supply.
Essence Securities stated that the demand for energy storage has exploded. In 2020, the proportion of supporting energy storage for global wind power and photovoltaic installed capacity will be less than 3%. It is expected that the supporting proportion will increase to 15% in 2025, and the energy storage duration is expected to increase. By 2.5h, the installed energy storage capacity may exceed 80GW/200GWh, corresponding to an average compound growth rate of approximately 80% from 2021 to 2025.
Related stocks: Xu Ji Electric, Golden Crown Shares, Xinfengguang, etc.
②The China Game Industry Annual Conference is held, and Metaverse Games will usher in accelerated development
2021 The annual China Game Industry Annual Conference was held in Guangzhou from December 14th to 16th. The annual conference included the China Game Industry Annual Conference, the Top Ten Game Annual List Ceremony, etc.
Guojin Securities believes that the Metaverse can provide people with a platform to build new connections through games, and cloud games that rely on the powerful computing and rendering power on the cloud to provide an immersive experience are expected to become the domain of the Metaverse One of the first scenarios to be implemented, Metaverse games are expected to usher in accelerated development.
Related stocks: Kunlun Wanwei, Shunwang Technology, Huichang Communications, etc.
③Guangdong vigorously promotes the development of offshore wind power projects, and the industry continues to be booming
Guangdong The Provincial Government Office released the "14th Five-Year Plan for Marine Economic Development in Guangdong Province" on the 14th, proposing to promote the development of offshore wind power projects, striving to achieve a cumulative installed capacity of 18 million kilowatts by the end of 2025, and accelerating the construction of offshore wind power in Yangjiang and East Guangdong. industrial base.
According to the plan, my country will develop 41 offshore wind power clusters around five 10-million-kilowatt offshore wind power bases in the Shandong Peninsula, the Yangtze River Delta, southern Fujian, eastern Guangdong, and the Beibu Gulf, with a total capacity of approximately 2.9 Billions of kilowatts. Hong Yi from Dongxing Securities said that with continued policy guidance, offshore wind power will gradually become an important part of the installed capacity of the wind power industry. Large bases + wind power going to the countryside + offshore wind power will help the simultaneous development of centralized and decentralized wind power markets.
Related stocks: Zhongtian Technology, Sun and Moon, Haili Wind Power, etc.
④ New smart glasses products are launched one after another, and the AR industry chain is expected to grow rapidly
OPPO held a future technology conference on the 14th and released a new generation of smart glasses, OPPO Air Glass. It also launched OPPO 5G remote racing car and CybeReal full-time spatial computing AR application 2.0 in the two fields of 5G and AR respectively. OPPO smart glasses use customized diffraction light waveguide technology, and a single lens weighs only 6.6 grams.
Huawei has previously released its second-generation VR smart glasses, and Apple also intends to focus on AR glasses and smart cars as its future development focus. Fu Chuxiong of Galaxy Securities believes that AR terminals will become a new generation of terminal products that will detonate the ICT industry. In order to achieve better user immersion, the core of the AR industry chain is optical and display components. It is expected that optics will continue to develop towards free-form surface and optical waveguide technology, and displays will develop towards silicon-based OLED and MicroLED.
Related stocks: Baotong Technology, Crystal Optoelectronics, Wingtech Technology, etc.