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Original title: National Standing Committee Sets the Tone to Expand Car Consumption and Bitcoin Price Rises to New Highs 丨 Tomorrow’s Theme Forecast
①China will launch a new round of cars in the countryside, and best-selling models can be expected
Executives of the Council of State held on 18meetingProposed and built to expand domestic demandstrategyTo further promoteconsumption.In expansionCar consumptionOn the one hand, all locations are encouraged to increase the number of license plates, launch a new car tour in the countryside and trade in. In early July, the Ministry of Industry and Information Technology and three other departments issued the “Notice on the launch of new energy vehicles in the countryside”. After Hongguang Mini EV became an alternative model, sales continued to grow. In the future, as support policies continue to deepen, best-selling models should emerge, which will further promote the whole car and partssupplierPerformanceto increase.
Huatai SecuritiesResearch believes that automotive demand is back on the growth track and that the sector is expected to enter an upward cycle in 2021-2022. Simultaneously,Consumption upgradeStill continuing, highqualityThe rapid development of new energy and smart grid vehicles has made the development of the sector healthier and more sustainable.
Related actions:Foton Motor、Guansheng shares、Changhua sharesWait
②LittlecurrencypriceClimbing to new highsthe companyHope to get attention
According to reports,BitcoinPrices are fast recentlyCheer up, Bitcoin climbed above the $ 18,000 limit in intraday trading on Wednesday, the first time in nearly three years. Industry analysts believe that the continued increase in holdings of US institutions such as Bitcoin grayscalesupplyDecreasing volume is the main cause of Bitcoin’s surge The emergence of compliance channels and the promotion of related technologies, digitalcurrencyIt is expected to become a traditional asset allocation option. Bitcoin prices continue to rise and related companies are expected to attract attention.
Related actions:Zhongjia Bochuang、Hytera、Omar ElectricWait
③ Council of State requires publicly traded companies related to the promotion of appliances, furniture and household goods consumption will benefit in the long term
The State Council Executive Meeting held on the 18th proposed to promote the consumption of household appliances and furniture.Encourage qualified areas to eliminate old appliances and furnitureBUTThe purchase of smart green appliances and ecological furniture will be subsidized.
Southwest SecuritiesIt means a lotExportFurnitureenterpriseThe order list arrived at the end of the year. On the one hand, property sales are booming due to the foreign economic stimulus and demand has rebounded; on the other hand, domestic production capacity has experienced a steady recovery, which can effectively offset the impact of overseas production capacity due to fluctuations in the epidemic. Therefore, internal orders are fastHeavy volume。
Related actions:Oupai home furnishings、Zhibang Home、GujiajiaWait
④Mixed capacity mismatch and limited inventory MCU chips open up opportunities for localization
Due to the limited availability of foundry capacity, the international MCU chip manufacturersProductThere has been a delay across the board. Hangshun Chips, the first domestic enterprise to develop 32-bit MCU chips for home use, recently issued a price adjustment notice, NOR FLASH, LCD driver, etc.product price10% to 20%.
According to industry insiders, MCU price increases are mainly caused by capacity mismatch and low inventory. In the context of the shortage of foreign MCUs, many terminal manufacturers choose to use domestically made MCUs instead, which offers opportunities for domestic manufacturers.
Related companies:Zhongying Electronics、Zhaoyi innovationWait
(Source: China Business News)
(Responsible publisher: DF524)
Solemnly declares: the purpose of this information is to disseminate more information, and it has nothing to do with this stand.
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