Today's Introduction
Microsoft will launch 10 new AI automatic agents to create a complete set of AI tools
The first in the country! Huawei's native HarmonyOS officially released
The Shenzhou-19 program is scheduled to launch at an appropriate time recently
The call for price limits by the Photovoltaic Association has shown initial results
99 yuan for 'flying', accelerating the development of low altitude economy
Huawei is hosting an industry event that will open soon
These types of assets are expected to become critical foundational strategic resources
The key to stable energy supply in the field of technology is encouraged by multiple economies to apply this technology
【 Theme Details 】
Microsoft will launch 10 new AI automatic agents to create a complete set of AI tools
According to media reports, starting next month, Microsoft will allow businesses to begin manufacturing personalized autonomous artificial intelligence (AI) agents and also announced the launch of 10 new AI autonomous agents aimed at helping employees complete various tasks more efficiently. In the field of artificial intelligence, the so-called intelligent agent usually refers to an AI program or system that can autonomously perform specific tasks or a series of tasks. They can perceive the environment, make decisions, and take actions to achieve certain goals. Therefore, AI agents can act as virtual employees and perform a series of tasks without supervision.
Zhongtai Securities believes that there have been many AI events catalyzing in recent times, and multimodal models continue to iterate, which is expected to accelerate the rapid development of AI applications in film, education, entertainment and other fields, and enhance the commercial landing opportunities of related application scenarios.
In terms of the company, HiGC platform inside Huayang Lianzhong is the internal AI application integration platform of the company, integrating several representative and advanced AI content generation application systems at home and abroad, covering AI applications such as text, pictures, video, audio, etc. At present, there are not only Baidu's "ERNIE Bot", OpenAI's ChatGPT, but also other related applications. Kunlun Wanwei continues to firmly implement the development strategy of "All in AGI and AIGC", and has released SkyReels, the world's first AI short drama platform that integrates video and 3D models. The SkyReels platform integrates script generation, character customization, storyboarding, plot, dialogue/BGM, and film synthesis to help creators easily create high-quality AI videos.
The first in the country! Huawei's native HarmonyOS officially released
According to media reports, China's first domestically produced mobile operating system, Huawei's native HarmonyOS, has been officially released, making it the third largest mobile operating system in the world after Apple's iOS and Android systems. It is reported that the previously released HarmonyOS system has to be compatible with some Android applications due to the fact that the system base still uses some AOSP open source code. The native HarmonyOS released this time has achieved complete self-developed system base, significantly improving system smoothness, performance, security features, and also realizing independent controllability of domestic operating systems. It is reported that there are currently over 15000 HarmonyOS native applications and meta services available, covering 18 industries, and general office applications covering more than 38 million enterprises across the country.
Zhongyuan Securities stated that recently, Huawei's HarmonyOS NEXT has started public testing, and multiple applications such as Sina Weibo, Kingsoft Office WPS, and Pinduoduo have announced the simultaneous launch of the HarmonyOS version. WeChat's HarmonyOS native version has also been officially launched, and Huawei's HarmonyOS ecosystem has entered an accelerated expansion stage. In the first quarter of this year, HarmonyOS surpassed Apple's iOS for the first time with a market share of 17%, breaking the divide between iOS and Android operating systems in the Chinese market. Suggest paying attention to companies related to Huawei's industrial chain.
On the company side, Chuanzhi Education is a HarmonyOS certified authorized training partner (HALP) of Huawei, offering an online and offline course called "HarmonyOS Application Development" aimed at zero foundation students and on-the-job transition students. The course goal is to cultivate HarmonyOS native application engineer talents that are in short supply in the market. Foxit Software has signed a cooperation agreement with Huawei Group on the HarmonyOS ecosystem, announcing the launch of HarmonyOS NEXT HarmonyOS Star River version for HarmonyOS native application development. This will provide users with more comprehensive, secure, and intelligent digital office services in the HarmonyOS ecosystem, leading the new trend in the field of layout documents.
The Shenzhou-19 program is scheduled to launch at an appropriate time recently
According to the China Manned Space Engineering Office, on the afternoon of October 22, the combination of the Shenzhou-19 manned spacecraft and the Long March 2F Y19 carrier rocket has been transported to the launch site. At present, the facilities and equipment at the launch site are in good condition, and various functional inspections and joint tests will be carried out as planned before the launch. It is planned to launch at an appropriate time in the near future.
Aerospace engineering has a strong driving force for economic and social development, with an input-output ratio of 1:10. Aerospace technology achievements can be applied to various fields of the economy and society, and mature and leading carrier rocket technology is the foundation for carrying out various aerospace activities. Minsheng Securities pointed out that carrier rocket technology is the foundation of a major country's space capabilities and an important component of the space economy. Benefiting from the downstream low orbit satellite Internet construction and the construction process of commercial space launch sites, the scale of the commercial rocket launch market will accelerate, and the rocket body, measurement, operation and control, and fuel suppliers will usher in development opportunities. It is expected that the scale of China's rocket launch market will reach 28.42 billion yuan in 2027, and the CAGR will reach 26% in 23-27.
Among listed companies, CITIC Heavy Industries has provided high-strength steel castings and forgings for escape capsules of Shenzhou series spacecraft for 18 consecutive times, and provided bundled support forgings for connecting rocket boosters and main bodies of the Long March 5 carrier rocket. Chaojie Co., Ltd. stated that currently, commercial aerospace rocket companies such as Blue Arrow Aerospace, Tianbing Technology, and Zhongke Aerospace are the company's customers, mainly supplying structural components for commercial aerospace rocket bodies. The company currently has the capability to provide structural component products, including recyclable rockets.
The call for price limits by the Photovoltaic Association has shown initial results
On October 18th, the China Photovoltaic Industry Association stated that bidding for photovoltaic modules below cost may be illegal, and calculated that the lowest tax inclusive cost of modules in October was 0.68 yuan/W (excluding transportation and miscellaneous fees). On the morning of October 22nd, the bidding results of China Energy Conservation Corporation's 2.5GW project showed that the bidding prices of all enterprises were basically stuck above 0.68 yuan/W.
Previously, the market expressed doubts about whether the association's statement had mandatory and binding force. The Western Securities Electric New Team pointed out that from the results of the new bid opening, last week's symposium and statement had a certain effect, and component prices began to rebound. At the same time, the current inventory of silicon wafers and solar cells is low, which is expected to accelerate the rebound of industrial chain demand.
Among listed companies, Dongfang Risheng is an important professional supplier of solar photovoltaic application products in China. Its main products include solar power plant EPC and transfer, photovoltaic cell encapsulation film (EVA, etc.). Yongzhen Co., Ltd. is one of the leading manufacturers of aluminum alloy photovoltaic structural components in China, with a market share of about 10.73%. In the second quarter, the company's profit improved significantly compared to the previous quarter, with a month on month growth of 38.92%.
99 yuan for 'flying', accelerating the development of low altitude economy
Recently, a Kodiak100 aircraft capable of carrying 6 passengers took off from Wuhan Hannan General Aviation Airport and arrived at Shiyan Airport after a flight of about 1 hour and 45 minutes. The lowest price for this trip to overlook the scenery along the way from an altitude of 2400 meters is only 99 yuan. This year, the government work report clearly proposes to actively build a "new growth engine" of low altitude economy. Industry insiders say that with the support of various favorable policies, the aviation industry, which is more mature than electric vertical takeoff and landing vehicles (eVTOL), is expected to take the lead in implementing a profit model and leading the development of low altitude economy.
Liu Yi, Chief Analyst of Theme Strategy at CITIC Securities, stated that the development of low altitude economy is entering a period of intensive policy introduction, and the industry is expected to accelerate. This will significantly enhance China's core competitiveness in the field of low altitude economy, and is expected to take the lead in forming a complete low altitude economy development system, reaching a global leading level. The top-level design guides the rapid development of the market scale of low altitude economy. According to data from the China Economic and Social Industry Insight System, the scale of China's low altitude economy market will continue to grow from 2021 to 2024, and is expected to exceed 600 billion yuan by the end of 2024, with a year-on-year growth rate of over 33%. In addition, according to statistics from the Civil Aviation Administration of China, the market size is expected to reach 2 trillion yuan by 2030.
Among listed companies, Hangyuwei sells products and provides services to Guangdong Seagull Flying Automotive Group Co., Ltd. Chaojie's products are applied in the fields of automobiles and aerospace. Aerospace products include unmanned aerial vehicles and commercial aerospace rocket components. The company has been expanding into the low altitude economy field, including flying cars. Zhongxin Haizhi has been deeply involved in the general aviation market for 40 years and has the qualifications and capabilities for full-service operations. At present, in terms of low altitude flight, the company has opened up sightseeing, short distance transportation and other businesses. There are already intercity sightseeing routes in Shenzhen, as well as ferry flight routes from Shenzhen to Zhuhai, Zhoushan to Dongji Island, and Shenzhen to Jinshawan.
Huawei is hosting an industry event that will open soon
The 10th Global Ultra Broadband Summit Forum will be held in Istanbul, Türkiye, from October 31 to November 1. The summit forum is jointly organized by the United Nations Broadband Commission and Huawei.
Ultra wideband technology (UWB) is a wireless carrier communication technology that was initially used in the military field. In 2002, the FCC (Federal Communications Commission) approved its opening for civilian use, defining it as a communication method with a relative bandwidth of not less than 0.2 or an absolute bandwidth of not less than 500MHz, and using the 3.1GHz~10.6GHz frequency band. Compared to traditional Bluetooth, Ultra Wideband (UWB) technology has relatively more advantages in positioning accuracy, anti-interference ability, security, transmission speed, power consumption, and other aspects. Huawei's Executive Director and Director of the ICT Infrastructure Business Management Committee, Wang Tao, stated that upgrading the ultra broadband network and accelerating the popularization and application of digital technology will bring about a leap in digital productivity.
Among listed companies, Shenglu Communication's main business is civil communication and military electronics, and it has mastered key technologies such as microwave/millimeter wave, ultra wideband up and down conversion, active phased array, and satellite communication. Zhonghai Da is based on satellite navigation technology and integrates various technologies such as sonar, electro-optical, inertial navigation, LiDAR, UWB ultra wideband, and satellite based enhancement. It has formed a high-precision positioning industry layout that covers all aspects and spaces, including land, sea, air, space, indoor and outdoor. Tianyinji Electronics Company's Xunxi Technology is mainly engaged in the research, development, production, and sales of ultra wideband multi-channel signal acquisition, storage, playback, and real-time processing, ultra wideband real-time spectrum analysis and capture systems, and complex electromagnetic environment simulation systems.
These types of assets are expected to become critical foundational strategic resources
The 2024 Data Element Development Conference kicked off in the High tech Zone (Binjiang). This year's Data Element Development Conference is one of the major collaborations between the High tech Zone (Binjiang) and the China Academy of Information and Communications Technology, focusing on the "China Data Valley" and the data element industry.
Digital elements are the core driving force for the development of the digital economy, and their contribution to China's GDP has been increasing year by year. Through industrial digitization and digital industrialization, combined with other production factors, they can improve production efficiency and drive rapid macroeconomic development. According to Liu Liehong, Director of the National Data Administration, the estimated added value of core industries in the digital economy is expected to exceed 12 trillion yuan in 2023, accounting for about 10% of GDP. Wang Sanshou, founder of Nine Power Big Data, pointed out that as an important asset, government data resources are recyclable and have sustainable value, which is the source for local governments to pursue innovation and new energy transformation. Like land, data assets are expected to become a key foundational strategic resource for national development.
Among listed companies, Yihualu has been deeply involved in the data asset inclusion projects of multiple local enterprises, conducting data asset inclusion evaluations for local urban investment companies and state-owned enterprises, such as Suining and Zigong in Sichuan, Yangquan and Jinzhong in Shanxi, and Shaanxi Shanshu Group. At the same time, data asset valuation work will be carried out for data lake project companies, such as Fuzhou Data Lake. As one of China's leading data analysis and decision support service providers, Zero Point has accumulated a large number of high-quality customers in the commercial and government service fields over the years. The industries in which the company's customers operate cover most of the industries and fields in the Action Plan. Copper Bull Information has introduced talents to form a team and independently expand its data asset related business. Currently, through research and development, it has obtained four software copyrights with independent intellectual property rights, namely "Data Resource Authorization Operation Platform V1.0", "Data Asset Registration Service Platform V1.0", "Data Asset Operation Service Platform V1.0" and "Data Asset Management Platform V1.0".
The key to stable energy supply in the field of technology is encouraged by multiple economies to apply this technology
According to reports, data centers consume a huge amount of electricity. From the current situation, nuclear energy will be the key to achieving stable energy supply in the technology field, and the construction of small modular reactors within data projects will be an effective solution. Following companies such as Oracle, Microsoft, and Google, Amazon has also announced investments in nuclear power and supports the development of small modular nuclear reactors (SMRs) in the United States.
The power generation capacity of modern small nuclear reactors is usually only one-third of that of large reactors. However, their availability and ease of use compensate for their lack of power generation capacity. The smaller and modular design of small nuclear reactors means that they can be manufactured relatively quickly and deployed in a wider range of locations and environments compared to traditional nuclear reactors. In the past few years, economies such as the United States, the European Union, Canada, and South Korea have encouraged the application of small modular reactor technology. Wood Mackenzie predicts that climate action by countries around the world will bring new impetus to the development of nuclear power. By 2050, global nuclear power installed capacity is expected to more than double, with small modular nuclear reactors accounting for about 30% of the overall nuclear power installed capacity.
Among the listed companies, Sichuan Huadu Company, a subsidiary of Zhefu Holdings, is one of the main design manufacturers of control rod drive mechanism for primary nuclear reactor components in China, and is also the only supplier of control rod drive mechanism for "Hualong No.1" nuclear power technology with independent intellectual property rights, which is going abroad with the "the Belt and Road Initiative". Guoji Heavy Industries participated in the development of components such as the small reactor fluctuation tube for the Linglong One (ACP100). As a core supplier of nuclear grade materials and a major supplier of nuclear power main pipelines in China, the company provides main pipeline and surge tube equipment, core makeup water tanks, main pump casing equipment, nuclear island main equipment support, forging materials for all nuclear island main equipment and conventional island generators, steam turbine casting and forging materials for a number of major nuclear power projects such as "Guohe No.1" and "Hualong No.1". Mianyang Jiuqiang Intelligent Equipment Co., Ltd., a subsidiary of Jieqiang Equipment Holdings, is mainly engaged in the research and development, production, sales, and service of nuclear and chemical special operation robots. Its products mainly include: small nuclear reconnaissance robots, remote control cutting robots for nuclear retirement devices, cleaning robots for nuclear power plant reactor pools, and sampling robots for radiation contaminated environments.