Nearly 20 stocks hit the daily limit! The new energy vehicle industry chain exploded

Latest update time：2021-11-02 18:21

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IoT Headlines

1. Many stocks in the new energy vehicle industry chain hit their daily limit

According to Tencent's self-selected stock data, as of the close of November 1, nearly 20 stocks including Langjin Technology, Jiangsu Leili, Yingboer, Kelike, Wuzhou Xinchun, Ningbo Jingda, and Songzhi Co., Ltd. hit the daily limit, and more than ten stocks including Xinrui Technology, Jingjin Electric, Kexinyuan, and Penghui Energy rose by more than 10%.

According to Sina Finance, Dongguan Securities pointed out that under the guidance of my country's goal of reaching carbon peak in 2030 and carbon neutrality in 2060, energy structure transformation and the development of new energy vehicles are the only way forward. Hydrogen fuel cell vehicles are one of the important technical routes for new energy vehicles. In recent years, they have been strongly supported by national policies. The hydrogen energy and fuel cell vehicle industries have ushered in major development opportunities, and the market attention of major companies in the industry chain is expected to gradually increase.

5G/ Cloud Computing /Communication Network

2. ZTE: The U.S. Security Equipment Act has limited impact on the company's overseas business

NetEase Technology reported on November 1 that ZTE said on its interactive platform that from January to September 2021, the company's revenue from the US market accounted for less than 1% of the company's overall revenue. The latest US "Secure Equipment Act" has limited impact on the company's overseas business. According to Reuters, the US Senate passed the "Secure Equipment Act of 2021".

In the name of "national security", the bill requires the Federal Communications Commission to stop issuing new equipment licenses to companies that have been included in the "threat to national security" list, in order to prevent the communication equipment of Chinese companies such as Huawei and ZTE from entering the US telecommunications network. Reuters said that the passage of the "Security Equipment Act" is the latest move by the US government to suppress Chinese telecommunications and technology companies. The bill was voted through by the US House of Representatives last week and is now waiting to be submitted to US President Biden for signature before it officially takes effect.

3. Korea Telecom announces compensation plan for "national internet outage" incident

According to Fast Technology on November 1, Korea Telecom (KT) held a briefing today on the network outage that occurred on the 25th of last month. KT said that the previous network outage lasted about 89 minutes, and the types and degrees of users' damage varied and were difficult to confirm. Accordingly, individual and corporate users will receive a 15-hour fee reduction, and individual businesses will receive a 10-day fee reduction. KT emphasized that the compensation for this accident covers 35 million lines, and the total compensation will reach 35 billion won to 40 billion won (about 190 million to 220 million yuan).

According to previous news, the cause of the accident was initially a network failure caused by an overload of traffic on KT's domain name system server. Later, the staff omitted the "exit" command during the replacement of the company's router, resulting in the first setting error in Busan. After that, the impact of the network failure spread to Seoul and other parts of the country within only 30 seconds, which was attributed to the fact that KT did not have a safety device for data transmission errors.

Internet of Vehicles

4. Geely Auto's first self-developed "smart cockpit chip " is about to go into mass production

According to the National Business Daily on October 31, Geely Auto announced that its self-developed first 7-nanometer automotive-grade SOC "smart cockpit chip" will soon be mass-produced. In 2023, it will launch the first 7-nanometer, high-computing autonomous driving chip; in 2025, it will launch a 5-nanometer autonomous driving chip, and fully master L5 autonomous driving technology and realize L4 autonomous driving commercial applications.

In addition, Geely plans to complete the networking of 72 IoT communication satellites and 168 navigation-enhanced low-orbit constellations by 2026, achieving "global blind-spot-free" communications and centimeter-level high-precision positioning coverage.

5. Honda: Strive to commercialize fully autonomous driving services in Japan by the mid-2020s

According to the Japan Broadcasting Association on November 1, Honda of Japan has launched a verification experiment in order to realize a new fully automated driving transportation service that does not require a driver. Honda said it will strive to commercialize this service in Japan in the mid-2020s.

Honda has launched a full-scale verification experiment to develop L4 fully autonomous driving technology under limited conditions. It plans to start road driving experiments early next year and strive to commercialize carpooling services by the mid-2020s using the dedicated driverless vehicle jointly developed with General Motors.

Investment and Financing Express

6. Tianan Sensing received tens of millions of yuan in angel round financing

According to news from the investment community on November 1, Shenzhen University's industry-university-research joint venture Tianan Sensing received tens of millions of yuan in angel round financing. This round of investment was led by Shenzhen Capital Group, followed by Inno Angel, Anche Testing, Zhongchuangxing Investment and individual investor Dr. Ye Weizhong. The funds will be mainly used for new product research and development, team building, and university research.

Tianan Sensing was established at the end of 2019. It is a joint venture between Shenzhen University and Tianan Cyber Park Group. Relying on the technical accumulation of Shenzhen University Laboratory in the field of optical detection, the company has launched environmental protection detection instruments and equipment such as vehicle-mounted particulate matter sensors, vehicle-mounted carbon dioxide sensors, and handheld Ringelmann black meters.

7. Qianchen Auto received nearly US$50 million in Series B financing

Sina Auto reported on November 1 that Shanghai Qianchen Automotive Technology Co., Ltd. (hereinafter referred to as "Qianchen Auto") announced that the company has recently completed nearly 50 million US dollars in Series B financing, led by CCV, with support from Lightspeed China, the exclusive partner in Series A, and Qiyuan Investment and important partners in the logistics field. The funds will be used for the mass production of Qianchen's evolvable pure electric logistics vehicle iC1, as well as the research and development of core technologies such as large-capacity batteries and autonomous driving.

Qianchen Automobile was established on September 25, 2020 and is a manufacturer of intelligent electric commercial vehicles. The company focuses on the commercial vehicle industry and practitioners, and is committed to using cutting-edge intelligent networked new energy commercial vehicle technology and a full life cycle management system to improve customers' overall profitability and efficiency, in order to redefine "intelligent transportation equipment."

Industry News

8. Japan's Toshiba develops an IC chip that stably controls power semiconductors

According to the Nikkei Chinese website on November 1, Toshiba has developed a technology to stably control the next generation of "power semiconductors" used for power supply, etc. Toshiba has developed an IC chip that can suppress noise generation, and it is reported that calculations have confirmed that it can reduce power loss by 25% compared to previous technologies. As the country moves towards decarbonization, the demand for power semiconductors that help save energy is growing, and Toshiba strives to achieve practical application in 2025.

Source: Nikkei Chinese website

It is reported that the newly developed IC chip can reduce noise by up to 51%, and the power loss when driving the motor can be reduced by 25% compared to the previous technology. In addition, when accidents such as short circuits occur, protection can be quickly implemented to prevent damage. The convenience of control with a single IC chip will be highlighted.

9. MediaTek and other major manufacturers may raise the price of WiFi 6 chips

According to the Science and Technology Innovation Board Daily on November 1, according to industry insiders, major wafer foundries may raise their quotations again in the first quarter of 2022. To reflect rising costs, MediaTek and Realtek may simultaneously raise the price of WiFi 6 chips by about 10%. MediaTek and Realtek are the main suppliers of communication chips in Taiwan. Previously, MediaTek has revised its full-year revenue outlook twice, benefiting from the accelerated penetration of 5G and WiFi 6, as well as the peak season for consumer electronics.

Realtek believes that the current market demand for WiFi 6 is still strong, and is optimistic that the penetration rate of WiFi 6 chips in the PC market will reach 30% this year, and the penetration rate in the router market will reach 20%, and will further double next year. From the supply side, the time point for the opening of new mature process production capacity by major chip foundries generally falls in 2023, and the supply speed of WiFi chips is slower than the market needs. For Broadcom, the world's leading communication chip manufacturer, the current delivery period is more than 52 weeks, and the price has been raised by more than 20%. According to the Economic Daily, in response to the price increase of WiFi chip products, MediaTek said: "We will not comment on prices."

10. iPhone privacy regulations cause the four major platforms to lose tens of billions of dollars

NetEase Technology reported on November 1 that relevant research shows that since Apple adjusted its iPhone privacy protection policy, Snap, Facebook, Twitter and YouTube, four technology platforms that provide advertising services, have lost nearly $10 billion. In April this year, Apple launched the App Tracking Transparency mechanism in the iPhone , requiring apps to obtain user permission before tracking user behavior and providing personalized ads, which has brought a huge impact on major social media platforms.

The study said that most iPhone users choose not to let apps track their behavior, leaving advertisers confused about how to track users. Snap, Facebook, Twitter and YouTube's advertising businesses have all been hit by Apple's new privacy rules, and the four companies lost about $9.85 billion in revenue in the second half of this year.

11. GlobalFoundries CEO says the company's wafer production capacity has been sold out by the end of 2023

According to a report by Cailianshe on November 1, the CEO of GlobalFoundries, a US chip foundry spun off from AMD, recently said that the industry may face a tight supply situation for most of the next 5-10 years. He said that the company's wafer production capacity by the end of 2023 has been sold out.

The company seems to want to send a message to the market that even if supply chain problems can be alleviated after the epidemic, the wave of chip demand will not disappear in a short time. Tom Caulfield, CEO of GlobalFoundries, said in an interview: "I think for most of the next 5-10 years, we will have to work hard to solve supply rather than demand." The company's customers include chip manufacturers such as Qualcomm, AMD, Broadcom and STMicroelectronics.

12. Musk considers starting a university

According to China Business News on November 1, Tesla CEO Elon Musk said on social media Twitter that he is considering opening a new university, Texas Tech University. This is another grand plan of Musk after moving Tesla's headquarters to Texas.

When a Twitter user asked Musk if he had raised funds for the university, Musk replied, "Obviously." He also said that the university would make history. Last week, Tesla's market value just exceeded one trillion US dollars, and Musk's personal wealth soared to 300 billion US dollars (about 1.92 trillion yuan), making him the world's richest man. Therefore, his tweet about setting up a university also rushed to the top of Twitter's hot list; in China, this news also became a hot search.

13. The factory lost chips worth millions of dollars, and the suspect's behavior was exposed

CCTV.com reported on October 31 that recently, a factory in the Zhangzhou Petrochemical Base in Fujian Province lost chips worth millions. After an on-site investigation, the police suspected that it was an internal crime. The police found that the construction team leader Jiang had a record of searching for theft crimes on his mobile phone, and immediately investigated him. Finally, Jiang was arrested and the stolen chips were recovered.

It is reported that this is not the first time that Jiang has committed a crime. Since he started working in 2019, he has worked in four different places, including Ningbo, Zhejiang, Fuzhou, Fujian, Quanzhou, Fujian, and Zhangzhou, Fujian. He has committed a total of four thefts with a total value of more than 4 million yuan.

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The content of this article is compiled from the National Business Daily, Japan Broadcasting Association, Science and Technology Innovation Board Daily, Nikkei Chinese, Securities Times, Tencent Stock Selection, Sina Auto, First Financial, NetEase Technology, Sina Finance, CCTV, Cailianshe, Investment Circle, Fast Technology, etc. , for communication and learning purposes only. If you have any questions, please contact us at info@gsi24.com.