Original title:
Zhe Zhong shares
: infrastructure + data center + charging pile smart grid + lithium battery + third generation semiconductor silicon carbide source: the teacher of trend
1、 Engineering infrastructure
Shanghai Zhezhong Group Co., Ltd. is a manufacturer of cement products. The company is mainly engaged in the production and sales of prestressed high-strength concrete pipe piles (PHC pipe piles). The company has two production lines for small diameter PHC pipe piles below Φ 600 (including) and two production lines for large diameter PHC pipe piles above Φ 600, The company has formed an annual production capacity of 1.2 million meters for small diameter PHC pipe piles below Φ 600 (including) and 800000 meters for large diameter PHC pipe piles above Φ 600. Since its establishment, the company has focused on the development and production of various PHC pipe piles, especially large diameter and super long PHC pipe piles, and has taken the lead in the development of Φ 1300, Φ 1400 and L39 meters super large PHC pipe piles, filling the domestic production gap
At present, the company has passed ISO9001:2000 quality management certification system, and can produce all kinds of PHC pipe piles of Φ 400 ~ Φ 1400, models a, AB, B, C and the largest single section length of 39 meters. The company is one of the most comprehensive PHC pipe pile manufacturers in the prestressed concrete pipe pile industry in China, At the same time, it is one of the most important production bases in the field of large diameter PHC pipe piles above Φ 600 in China (rigid demand of 40 trillion infrastructure projects). The large diameter PHC pipe piles produced by the company are recognized as the international advanced level by the level retrieval of Shanghai Institute of Science and technology information. The company has a sound quality assurance system and holds the ISO9001:2000 quality system certificate certified by UK UKAS.
2、 Guidance on listing of holding lithium battery
According to the interaction of Zhezhong Co., Ltd. and Yishang, Dazhen assets, a subsidiary, jointly invested with relevant professional institutions to establish Liaoning Sino German industrial equity investment fund partnership (limited partnership), accounting for 23.84% of the total investment of Dazhen assets. Liaoning Sino German fund shares in Shandong Tianyue, a silicon carbide company invested by Huawei. In addition, Ronghui lithium industry invested by the company is mainly engaged in the production and sales of lithium carbonate and lithium iron phosphate. Its products are mainly used in the lithium battery industry, with an annual production capacity of 6000 tons of battery grade lithium carbonate and 2000 tons of lithium hydroxide. The domestic market share of battery grade lithium carbonate has been in the forefront in recent years. Ronghui lithium has entered the IPO guidance period. (new venture capital concept)
3、 Join hands with Huawei subsidiary Hubble to invest in the third generation semiconductor silicon carbide enterprise
The era of the third generation semiconductor material silicon carbide (SiC) may usher in a trillion market!
1： Huawei invests in the leading enterprise of silicon carbide: "the one who gets silicon carbide gets the world". Silicon carbide is an ideal substrate material for manufacturing high-temperature, high-frequency and high-power semiconductor devices, and its comprehensive performance can be improved thousands of times than that of silicon materials.
According to the national enterprise credit information publicity system, recently, Hubble Technology Investment Co., Ltd., an investment company under Huawei, invested in Shandong Tianyue Advanced Materials Technology Co., Ltd., with a shareholding ratio of 10%. Shandong Tianyue Technology Co., Ltd. is a high-tech enterprise specializing in the growth of silicon carbide and sapphire single crystal and substrate processing. According to the official news of Shandong Tianyue, this project uses silane and methane to produce SiC substrate epitaxial wafers under the conditions of hydrogen and argon. After mask deposition, photolithography, development, ashing, etching, inspection and packaging, etc., SiC MOSFET transistors are produced, with a design annual production scale of 4 million pieces / year.
It is reported that Shandong Tianyue is the third generation of China's leading semiconductor material silicon carbide enterprise: Huawei subsidiary Hubble technology invests 8.37% in Shandong Tianyue, and Zhezhong subsidiary invests in Liaoning Sino German industrial equity investment fund, holding 10.47% of Shandong Tianyue
4、 Charging point, smart grid
Shanghai Zhezhong Electric Co., Ltd. is one of the leading enterprises of complete set of switchgear in China, the backbone enterprise of Shanghai power transmission and distribution equipment manufacturing, specializing in the production of complete set of switchgear, control equipment and box type substation of 35kV and below, holding the production license (red and green license) issued by the former Ministry of machinery industry and the Ministry of power industry, and is a member of Shanghai Electrical Industry Association.
The company's technology center is recognized as Shanghai municipal enterprise technology center by Shanghai Economic Committee. It is the first one in the same industry in Shanghai to pass the international certification and implement the ISO9001 quality system standard. Over the years, the company and its products have won many honors, such as "three top enterprises in science and technology", "advanced technology enterprise", "the best industrial enterprise image unit in Shanghai", "Shanghai enterprise technology center", "top 100 famous enterprises in Shanghai", "Shanghai famous products" and "famous brands in China", etc., and more than 300 complete sets of switchgear and control equipment in Shanghai Among the equipment manufacturing enterprises, the total industrial output value and sales revenue are stable in the top three.
The company adheres to the development principle of "walking with giants", and has established strategic partnership with many world-famous electrical enterprises such as Westinghouse of the United States, Schneider of France, etc. to win users with "international quality, made in China", and "commitment and quality, dedication to development" is the constant foothold and core spirit of the enterprise.
5、 In company data, real hammer products are used in data center!
21 of the 25 provinces and cities said that they would promote 5g construction and layout and other related work, and 8 regions proposed clear plans for the number of 5g base stations.
It can be seen that the new infrastructure construction will be an important policy direction in the future, among which 5g is the representative. Since the end of 2019, three major operators have launched a new round of centralized procurement of 5g equipment. Among them, China Mobile's 145700 terminal SPN equipment procurement bidding is the first large-scale bidding of 5g bearing network in China. In the near future, the rumors that 5g phase II bidding will be launched have also spread. Some organizations predict that the expansion of data center is imperative. In the next three years, hundreds of thousands of data centers will be added in China! It's a once-in-a-lifetime opportunity for Zhezhong
Up and back
Most stocks will go through the process of falling from the high position, breaking through, slowly shaking, then choosing to break through. After breaking through, there will be the first step back, after rebounding, there will be two or more steps back, and then breaking. As shown in the picture:
Stock price retracing: in the trend of rising stock price, there is often a phenomenon of adjustment when the stock price rises too fast and falls to a certain price. The return range of the stock is smaller than the rise range, and it usually returns to the original rise trend when it falls back to about one third of the previous rise range. Kickback is only a short-term adjustment, which does not change the stock's rising trend. If you hold chips in your hand, you should hold them to be raised. If you do not have chips, you can intervene when you block back
Next, I'll explain to you a strong stock to be launched, which is only selected by the up and back shift strategy. Please see the following figure:
Good reason: OLED concept + military industry + equity transfer target asset value revaluation demand is relatively low as a whole There is also a demand for replenishment (direction of semiconductor materials). At present, the overall upward trend is good, and the main funds continue to flow in. At present, the stock price is close to the trend line again, and the opportunity of bargain hunting is still low in the later period, which is expected to continue to rise. The code of the stock is not published here at first, and the operation strategy of the stock and the research reports of more industries are available
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