Construction machinery and blockchain
The seven major areas of new infrastructure refer to 5g base station construction, UHV, intercity high-speed railway and urban rail transit, new energy vehicle charging pile, big data center, artificial intelligence and instrial Internet
as early as the central economic work conference in 2018, new infrastructure construction such as 5g, artificial intelligence, instrial Internet and Internet of things was listed as one of the key tasks of economic construction in 2019
compared with traditional infrastructure, new infrastructure construction has richer connotation, wider coverage, better reflects the characteristics of digital economy, and can better promote China's economic transformation and upgrading
in 2019, under the general keynote of "six stabilities" of China's macro-economic development, new infrastructure construction will provide a strong driving force for a new round of economic growth
an obvious phenomenon is that many provinces and cities are vigorously promoting the implementation of blockchain government service applications. For example, in Hunan, there are SMIC (Changsha) blockchain public platform, Loudi blockchain real estate registration platform and so on, which are blockchain government applications that have been implemented and well done.
Ministry of Commerce: recent positive changes in the operation of the national consumer market
Huawei's new folding screen mobile phones Matex sell instantly
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market comments
market comments: new infrastructure and big Finance jointly attack, market rebound is expected to progress and broaden the space
macro perspective: the central bank and other six departments jointly issue a document to co-ordinate the supervision of important financial infrastructure
Insurance Instry: from the traditional agent social circle to a broader Internet traffic pool
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futures intelligence
metal energy: gold 369.40, down 0.04%; Copper rose 0.11% to 45420; Rebar 3477, up 0.38%; Rubber 11255, up 0.99%; PVC index was 6295, up 0.08%; Zheng Chun 2060, Ping; Hulan 13245, up 0.19%; Shanghai nickel 103230, up 0.63%; Iron ore was 655.5, up 1.79%; Coke was 1829.5, up 0.14%; Coking coal was 1256.5, down 0.79%; Brent oil 50.62, down 2.39%; 75%, down 24. 73%
Agricultural Procts: soybean oil 5844, up 1.60%; Corn 1962, up 0.26%; Zheng Mian 12925, up 2.38%; Zheng Mai 2528, down 0.43%; Sugar 5736, up 0.72%; Apple 6986, flat; Jujube 10520, down 0.24%; Palm oil rose 3.63% to 5252
exchange rate: EUR / USD 1.12, up 0.82%; USD / RMB 6.94, up 0.18%; USD / HK $7.77, up 0.02%
Ministry of Commerce: recent positive changes have taken place in the operation of the national consumer market
incident: novel coronavirus pneumonia prevention and control situation is showing a continuous improvement trend, deputy director Wang Bin of the Ministry of Commerce's market operation Department, and the recent national consumer market has been experiencing positive changes, and sales have bottomed up. According to the Ministry of Commerce's monitoring, in late February, the daily average sales of 1000 retail enterprises under special monitoring increased by 5.6% compared with that in mid February, which is the positive growth since the negative growth in late January. Among them, the demand for automobiles rose and rebounded significantly, with a month on month growth rate of 14.8%; Communication equipment and home appliances increased by 11.7% and 11.1% respectively
comments: as the number of new confirmed cases continues to decline, the signal that the epidemic has been initially controlled is more obvious, which is a major positive for the recovery of proction and consumption. The epidemic situation has a strong impact on short-term supply, but the inhibition on consumption is temporary. With the promotion of returning to work and proction and the rebound of consumer demand, it is expected that the economy will graally get on the right track. The rebound of fundamentals is expected to support the continued rebound pattern of the market
(investment consultant Zhong Yanling Registered Investment Consultant Certificate No.: s0260613020024)
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2. Huawei's new folding screen mobile phone Matex sold out in a flash event: Huawei's second generation folding screen mobile phone Matex was officially put on sale at 10:08 am on March 5. Although the price was as high as 16999 yuan, it was sold out when it was put on sale. At 10:08 am, when you inquired about Huawei mall, Jingdong and tmall, it showed "sold out"
comments: as Huawei and Samsung continue to make efforts on folding screen mobile phones, folding mobile phones are expected to become an important upgrading direction of smart phone appearance in the next few years. With the maturity of technology, the cost is expected to graally rece, and the terminal sales volume can be expected to increase significantly, which will bring a new round of growth to the instrial chain
(investment consultant Zhong Yanling Registered Investment Consultant Certificate No.: s0260613020024)
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Third, market comments
market comments: new infrastructure and big Finance jointly attack, the market rebound is expected to progress and broaden the space for progress
on Thursday, the stock index rose to 3071.68 points, setting a new stage rebound high. Gem index tends to be relatively flat, overall strength is not as good as Shanghai index, showing a high shock upward trend. In the morning, 5g, securities companies, UHV, cloud computing and other new infrastructure sectors were relatively strong, and financial stocks performed better in terms of weight. In the afternoon, the securities companies rose to drive the index upward, and the market showed a general upward trend. The expectation of a new round of global monetary easing is rising, coupled with the increase of domestic adverse weekly regulation and control, the overall risk preference level of the market is improved, and the market presents a structural and benign interaction between banks. In terms of operation, we can actively adjust positions and exchange shares, and focus on new infrastructure, big finance, real estate and seed instry in the short term; The middle line will grasp the entry opportunities after the adjustment of the instrial chain of medical devices, 5g, cloud computing and Tesla. The stock market is risky and investment should be cautious
(investment consultant & Company); Gu Zhixiong and Chen 160; Registered Investment Consultant Certificate No.: s0260611020066)
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macro perspective: the central bank and other six departments jointly issued a document to co-ordinate the supervision of important financial infrastructure
Event: the people's Bank of China announced on the 5th that it has jointly issued a document with five departments including the national development and Reform Commission to strengthen the construction of financial infrastructure, co-ordinate the supervision of important financial infrastructure, and improve the ability to serve the real economy and prevent and control financial risks
comments: financial infrastructure refers to the system and institutional arrangements that provide basic public services for all kinds of financial activities. It plays a pivotal role in the operation of the financial market and is the basic guarantee for the stable and efficient operation of the financial market. The management attaches great importance to the overall supervision of important financial infrastructure, which is concive to improving the level of serving the real economy and preventing and controlling financial risks, The news is good for the big financial instry as a whole, and the relevant leading companies should be focused on
(investment consultant & Company); Gu Zhixiong and Chen 160; Registered Investment Consultant Certificate No.: s0260611020066)
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Insurance Instry: from traditional agent social circle to broader Internet traffic pool
from traditional agent social circle to broader Internet traffic pool. The Internet channel does not conflict with the traditional sales channel. As a tool and media, the Internet brings more exposure and attention to the traditional channel, that is, traffic, so that the channel can obtain higher sales volume and efficiency. The flow realization of Internet insurance has just started, and there is a vast market space for the instry in the future. It is suggested to pay attention to the relevant leading stocks
(investment consultant Gu Zhixiong Registered Investment Consultant Certificate No.: s0260611020066)
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before that, when Ethereum 24tps, EOS 3000tps and REBO were less than 10000tps, and everyone was still fighting for about 10000 TPS, a 120000 TPS Baker chain suddenly came out, and the blockchain world reached a climax, abandoning several levels of other public chains. There are a lot of things in the aspect of technological innovation. For details, you can go to their official website to find some information.
The popularity of "new infrastructure" has been high since the beginning of the year
A few days ago, the Standing Committee of the Political Bureau of the CPC Central Committee held a meeting to clearly emphasize the need to "speed up the construction of 5g network, data center and other new infrastructure". At the same time, local governments have come down one after another, not only listing "new infrastructure" as a key investment plan in 2020, but also investing as much as 40 trillion yuan As a result, the concept of "new infrastructure" (short for new infrastructure construction) is once again on top of the tuyere because of the active deployment of the central and local governmentswhat is "new infrastructure"
different from the "old infrastructure" proposed in 2008, that is, the well-known "tiegongji" (railway, highway, airport, port, water conservancy, etc.), the "new infrastructure" focuses more on highlighting the new direction of instrial transformation and upgrading, reflecting the general trend of accelerating the development of high-end instry, which generally refers to 5g infrastructure, UHV, intercity high-speed railway and urban rail transit New energy vehicle charging pile, big data center, artificial intelligence and instrial Internet
, some traditional instries were hit. The central government focused on the new infrastructure and gave a "reassurance" to the weak economy on the one hand. On the other hand, it also pressed the "accelerator" to the development of the instrial Internet. p>
as the pillar instries of the national economy, automobile and travel have also become the focus of "new infrastructure". As early as before the concept of "new infrastructure" was put forward, bat and other leading technology enterprises had sensed the opportunity and seized the opportunity to enter the automotive instry one after another. Take Tencent for example, although it is not the first one to enter the game, it has already formed its own style of play in the fields of Internet of vehicles, automatic driving 5g vehicle road collaboration, etc
5g -- the key to "new infrastructure construction"
let's talk about 5g first
in the "new infrastructure", 5g is listed as the key "new infrastructure" supporting the digital, networked and intelligent transformation of economy and society, which plays a very important role in the construction of intelligent vehicles, intelligent transportation and smart city facilities
now the focus of deploying 5g is to promote the commercial use of 5g
in February this year, China's 11 ministries and commissions jointly issued the "intelligent vehicle innovation and development strategy", which clearly pointed out that 5g business deployment should be combined to promote the collaborative construction of 5g and the Internet of vehicles. The acceleration of 5g commercial speed can bring huge imagination for the development of automobile instry, especially in the field of vehicle road collaboration, which will be the most important battlefield of 5g commercial
in this invisible battlefield, Tencent took the lead and established the future network laboratory, the first 5g technology and application research team in Chinese Internet companies. In May last year, Tencent future network laboratory officially released 5g open source platform for vehicle road collaboration, focusing on the field of vehicle road collaboration based on edge computing, connecting people, vehicles, roads and cloud, and focusing on solving the instry pain points such as low penetration rate of terminal equipment, lack of mainstream software to reach users, lack of effective connection of road equipment, and fragmentation of road information
at present, Tencent future network laboratory has reached cooperation with Highway Research Institute of the Ministry of communications, National Engineering Laboratory of urban rail transit green and safety construction technology, as well as Intel, Nokia, China Unicom, Neusoft and other enterprises to jointly promote the rapid landing of intelligent networked vehicle applications in 5g era
Internet of vehicles - the "leading geese" of 5g application landing
5g commercial application, we have to mention the Internet of vehicles
in the instry, some people compare the Internet of vehicles to the "leading geese" of 5g, a "key new infrastructure" application. Driven by the three factors of policy, instrial chain and 5g business, it is expected to usher in a comprehensive outbreak from next year. For car companies, if they want to quickly realize digital evolution, the primary task now is to take the lead in the competition of Internet of vehicles
therefore, automobile enterprises also began to actively cooperate with Internet technology enterprises, and in the cooperation, Internet enterprises also have their own clear positioning. Zhong Xuedan, vice president of Tencent smart travel, has repeatedly stressed that Tencent does not touch the hardware or the operating system. It creates the scene and experience of the car on the upper level, connects with the Internet Ecology, and helps the car enterprises connect with users. Based on such a "linker" positioning, what has Tencent done
Tencent's Internet of vehicles layout has been formally launched from the concept. Through Tencent's latest Tai ecological Internet of vehicles, car owners can experience wechat car version and other applications specially designed for driving scenes. While recing the use of mobile phones, they can interact with the real world safely and naturally, and get a seamless experience of getting through the scenes before, ring and after getting on the car. At present, Tencent has cooperated with GAC, Chang'an, great wall, Dongfeng Liuqi and other self owned brands in the aspect of Internet of vehicles, and is also exploring cooperation with BMW and other international brands
In the new infrastructure, 5g, artificial intelligence and big data are widely used in automatic drivingand recently, the action of automatic driving is more frequent in our country. First, the Ministry of instry and information technology, the national development and Reform Commission and other 11 ministries and commissions issued the "intelligent vehicle innovation and development strategy", which specially deployed the work related to automatic driving; Recently, the Ministry of instry and commerce also issued the recommended national standards for vehicle driving automation classification and approval. The first time the classification standard of China's automatic driving vehicle was formulated, and the driving automation was divided into 0 to 5 levels. p>
as early as many years ago, people from all walks of life have paid much attention to automatic driving. With the efforts of the government, the automobile instry and the Internet instry, great breakthroughs have been made in laws and regulations related to automatic driving, high-precision maps, radar technology, 5g / v2x, road testing, etc
in China, Tencent's autopilot team has not only built a high-precision map platform, data cloud platform and simulation platform integrating autopilot R & D, testing, evaluation and verification, but also integrated a complete chain of autopilot technical solutions and inclusive, innovative and sustainable smart city solutions, Assist the development and test of automatic driving, assist the formulation and verification of relevant standards
at present, Tencent automatic driving has joined hands with the national intelligent network automobile (Changsha) test area to build Hunan Province & quot; Intelligent networked Vehicle Simulation Laboratory & quot; The project is dedicated to the realization of safe and efficient intelligent vehicle experiment in the simulation environment. In addition, through the strategic cooperation with BMW China, Tencent is also helping BMW to establish a high-performance data development platform and accelerate BMW's research and development of automatic driving in the Chinese market
at present, the "new infrastructure" policy launched by the state will have a very significant and positive impact on the development of automobile instry and even the construction of smart city in the future. For the "new infrastructure" builders like Tencent, the central government's frequent focus on "new infrastructure" not only brings policy dividends, but also encourages their determination to build. I believe that under the guidance of new policies and new technologies, China's automobile instry will soon embark on the fast track of high-quality development
this article comes from the author of car home, which does not represent the standpoint of car home
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