Joking about interesting things of the week and knowing the general trend of the industry in seconds. Hello everyone, welcome to "Weekly Commentary". From October 30 to November 5, 2023, computing powerrouters, large cruise ships, photovoltaic cells, construction machinery and other fields, what interesting developments and wonderful stories have emerged? Let’s take a look together!
Maipu Telecom’s new generation of self-developed computing power router comes out
On November 3, a subsidiary of China Electronics Maipu Telecom, a subsidiary of China Great Wall (000066), released a Xinchuang Network Industry Development Report in Chengdu and released a new generation of independently developed computing power routers. As the core of the computing network, this router is responsible for sensing user needs, network and computing resource information, and realizing joint scheduling of "network + computing". It will be widely used in the construction of data centers in mainstream industries such as finance, energy, and rail transit. middle.
Zhizaojun:Building Digital China is an important engine for promoting Chinese modernization in the digital era and a strong support for building new national competitive advantages. Accelerating the construction of Digital China is of great significance and far-reaching impact on the comprehensive construction of a modern socialist country. Nowadays, more and more enterprises are serving the national strategy, strengthening independent innovation, striving to build the core strategic scientific and technological strength of the national network information industry, and making their own contributions to building a network power and digital China.
The first domestically produced large-scale cruise ship marks a new level of "Made in China"
On November 4, the first domestically produced large-scale cruise ship The cruise ship was officially named "Aida Magic City" and was officially delivered by the contractor Shanghai Waigaoqiao Shipbuilding Co., Ltd. (hereinafter referred to as Waigaoqiao Shipbuilding) to the owner Aida Cruise Co., Ltd. (hereinafter referred to as Aida Cruises). The cruise ship has 16 floors of public areas, covering an area of 40,000 square meters, close to 6 standard football fields, including performing arts centers, restaurants, bars, chess and card rooms, shopping malls and other facilities. It will also achieve 5G network signal coverage in major areas, and is Known as the mobile "sea city".
Zhizaojun:China has become the fifth country in the world with the ability to build large cruise ships after Germany, France, Italy and Finland. my country's shipbuilding industry has gathered the "three pearls", that is, the three pearls in the crown of the world's shipbuilding industry. Aircraft carriers, liquefied natural gas ships and large cruise ships have all been conquered by China. In the future, the "Ada·Magic City" will also deploy cruise routes from China to Southeast Asian countries, and launch Maritime Silk Road cruise routes in due course.
The battery project in which Wuliangye Group invested has made new progress
In recent years, first-tier liquor companies have been expanding their investment areas. Find the second growth curve. On November 4, it was learned from the Yibin High-tech Zone that the first phase of Heguang Tongcheng Photovoltaic Technology (Yibin) Co., Ltd. (hereinafter referred to as Heguang Tongcheng Yibin) with an annual output of 32 GW high-efficiency crystalline silicon cells has been put into production.
Zhizaojun: The entire liquor industry is actively looking for a second growth curve. As the second largest liquor group in China, Wuliangye is also accelerating its search for new profit growth points. Currently, the photovoltaic cell company invested by the liquor giant Wuliangye Group is also seeing substantial progress in its business. After the two-phase project of the photovoltaic enterprise in which the company has a stake is completed and put into operation, it is expected to achieve an annual output value of approximately 30 billion yuan and provide employment for more than 5,000 people.
The third quarter performance differentiation of construction machinery leaders
In the first three quarters of this year, Xugong Machinery, Sany Heavy Industry, Zoomlion The three leading construction machinery companies of China Heavy Industry Group all achieved net profit growth. However, in a single quarter, Sany Heavy Industry (600031.SH) experienced a decline in performance, while Zoomlion Heavy Industry (000157.SZ) saw a larger increase in net profit.
Regardless of the revenue or net profit scale in the first three quarters, XCMG Machinery (000425.SZ) ranked first after the overall listing, but the company’s revenue declined, reaching 71.67 billion yuan. , a year-on-year decrease of 4.51%; net profit was 4.839 billion yuan, a slight increase of 3.5% year-on-year.
Zhizaojun:Based on the continued recovery of the economy and the current good trend of the construction machinery export market, the pent-up demand in overseas markets continues to be released, and the export market can still maintain a relatively high level. Good growth. As the quality of domestic products improves, domestic companies' overseas channel layout is increasingly improved, the comprehensive competitiveness of domestic brands is improving, and the penetration rate of overseas markets will also increase, which is expected to become an important starting point to offset the decline in domestic sales.
