Which stocks benefit from decentralized storage

From the perspective of Internet development, decentralization is the form of social relationship and content generation formed in the process of Internet development, and is a new network content proction process relative to "centralization"
compared with the early Internet (WEB 1.0) era, today's Internet (Web 2.0) content is no longer proced by professional websites or specific groups of people, but is the result of the joint participation and equal power of all Internet users. Anyone can express their views or create original content on the Internet to proce information together
with the diversification of network service forms, the decentralized network model becomes more and more clear and possible. After the rise of Web2.0, the services provided by Wikipedia, Flickr, blogger and other network service providers are decentralized. Any participant can submit content, and Internet users can create or contribute content together
since then, with the emergence of more simple and easy-to-use decentralized network services, the characteristics of Web2.0 have become more and more obvious. For example, the birth of services more suitable for ordinary Internet users, such as twitter and Facebook, has made it easier and more diversified to proce or contribute content to the Internet, thus enhancing the enthusiasm of Internet users to participate in the contribution and recing the threshold of procing content. Eventually, every netizen becomes a tiny and independent information provider, making the Internet more flat and content proction more diversified
from the perspective of astronomy, decentralization refers to the fact that the universe has no center, that is, a boundless mass without a central point

1. At present, there are a lot of securities companies with margin trading income, and almost all securities companies can benefit, such as

2. Margin trading, also known as "securities credit trading" or margin trading, refers to investors providing collateral to securities companies with margin trading business qualification, The act of borrowing funds to buy securities (financing transaction) or borrowing securities and selling them (securities lending transaction). It includes securities companies' financing and securities lending to investors and financial institutions' financing and securities lending to securities companies. In the world, margin trading system is a basic credit trading system. On March 30, 2010, Shanghai Stock Exchange and Shenzhen Stock Exchange respectively announced that they would officially open the margin trading system from March 31, 2010 and begin to accept the margin trading declaration of pilot members. Margin trading business officially started

Positive plate + indivial stocks: textile and toys: RMB depreciation is beneficial to foreign trade exports, textile and clothing, toys, shoes and hats are the biggest beneficiaries. Some estimates show that every 1% depreciation of RMB will increase the sales profit margin of textile and clothing instry by 2% to 6%

related stocks: Lutai a, Jiaxin silk, Vosges, Huafang and qipilang; Qunxing toys, Gaole shares, etc

gold stocks: the depreciation of RMB leads to the appreciation of US dollar and the rise of gold price, which is good for gold enterprises

related stocks: CICC gold, Shandong gold, Chifeng gold, western gold, etc

household appliance enterprises: most of the procts are sold in US dollars, and the depreciation of RMB also increases the exchange earnings

related stocks: Qing Haier, Midea Group, Hisense, etc

There are 11 listed companies in the concept of mobile phone chip, of which 5 are traded on the Shanghai Stock Exchange and 6 are traded on the Shenzhen Stock Exchange

1. Zhaoyi innovation (71.650, 2.65, 3.84%): the domestic storage leader

as the domestic storage leader, Zhaoyi innovation ranks the top three in the global nor flash market, and with the withdrawal of Japan and the United States, its market share continues to increase; Storage prices continue to rise, the company's profitability is bright

the company builds IDM storage instry chain. In October 2017, the company and Hefei Instrial Investment Holding (Group) Co., Ltd. signed a cooperation agreement on memory R & D, and cooperated to carry out the R & D project of 12 inch wafer memory (including DRAM, etc.) for 19nm memory, namely Hefei Changxin. At present, the R & D Progress is smooth

ultra high purity metal and sputtering target is one of the key materials for the proction of VLSI. The company's ultra-high purity metal sputtering target procts have been applied to the first end manufacturing process of world-famous semiconctor manufacturers, achieving batch supply at 16 nanotechnology nodes, successfully breaking the U.S At the same time, it also meets the mass proction demand of domestic manufacturers for 28 nanotechnology nodes, filling the gap in China's electronic materials instry

the company cooperated with Garber in CMP project, and obtained the first order of domestic CMP grinding pad in November 2017

3. Northern Huachuang (40.410, 1.18, 3.01%): domestic equipment leader

as the equipment leader, northern Huachuang deeply benefited from the current round of wafer factory expansion tide. The company's business covers integrated circuits, led, photovoltaic and other fields, and a number of equipment entered the 14 nm process

the company's proct line covers seven core categories such as etcher, PVD, CVD, oxidation furnace, cleaning machine, diffusion furnace and MFC, and its downstream customers are mainly domestic first-line Fabs such as SMIC international, Changjiang storage and Huali microelectronics

is the leader of memory chip design in China. The layout of the company includes the acquisition of 51% equity of Xi'an Huaxin held by Shandong Huaxin, and the total shareholding increases to 76%, so as to achieve the goal of ranking in the first echelon of memory design in China. At present, the company's newly developed DDR4 procts are being verified and optimized. The company recently began to force FPGA

5. Gaode infrared (13.940, - 0.15, - 1.06%): the leader of infrared chip

as the only domestic manufacturer mastering the second-class superlattice focal plane detector technology, Gaode infrared has successfully developed engineering procts, which means that it has achieved new breakthroughs in the photoelectric "anti missile", "anti satellite" and other space white-collar areas. At the same time, the promotion and application of mass proction and low-cost core devices in the civil field has also established the competitive position of infrared chips made in China in the domestic and even international infrared instry

Under the premise of inflation, some stocks with the potential value of value preservation and appreciation
inflation means money is worthless, and CPI will turn from negative to positive, or higher than expected, which will stimulate inflation beneficiary stocks. Generally speaking, inflation does more harm than good to all sectors of the economic belt. Therefore, the so-called "inflation income" is only relative, that is, it can maintain profits and asset values more smoothly. So we need to buy resource stocks, such as gold and nonferrous metals. When the price of houses rises, we need to pay attention to real estate stocks. Similarly, agricultural procts also need to rise, and agricultural stocks also need to pay attention. There is another sector, namely commercial stocks. Because money is not worth money, people need to consume it, and commercial stocks will also benefit from it. In a word, consumer stocks can benefit from it. That is to say, inflation has reced the amount of money saved, and some stocks have benefited. Since 2011, domestic cotton prices have been rising. On May 6, China's cotton price index (grade 328) rose to 16529 yuan / ton, up more than 10% since the beginning of 2011, reaching a new high since 2011. According to the analysis of the instry, the tight supply of cotton and the rapid recovery of terminal demand is an important factor in the rapid rise of cotton prices in this round. Due to the cold weather in northern China in 2011, cotton planting is far less than the same period level, which will mean that the cotton proction in 2010-2011 will not have much increase. But the downstream demand for cotton is graally picking up. Since the first quarter of 2011, the proction and export of the textile instry have shown a significant growth trend, and the continuous recovery of the instry is bound to increase the demand for cotton and other textile raw materials
with the large-scale start-up of textile enterprises, it is expected that the peak of cotton procurement will come in mid May. Some people in the instry believe that the concerns of cotton enterprises about supply and demand may lead to cotton hoarding, which is expected to further push up the price of cotton in the short term, and Xinsai shares, which is mainly engaged in cotton planting and processing business, will surely benefit from it
for tomato, e to the influence of snow and low weather in Northern Xinjiang in April, and the rection of planting area in 2011, Yuan Feiyang predicted that China's tomato paste proction may decrease by 20% in the next season, so the price of tomato paste is likely to rise at the end of the next season (September 2011). As COFCO Tunhe still has a large number of unsolicited stocks, the company's profit will benefit from the rising price of ketchup. The profit margin of new China base, which is also a tomato sauce manufacturer, is expected to be improved
Apostichopus japonicus: both Weihai and Dalian have started large-scale fishing of Apostichopus japonicus, and the price of Apostichopus japonicus has exceeded the market expectation. The price of artificial bottom sowing sea cucumber in Zhangzi Island is 240 yuan / kg, and that of good leader is 170-180 yuan / kg. Originally, some analysts thought that the price of good leader sea cucumber would drop to about 160 / kg after the peak fishing season. Yuan Feiyang said that referring to the research reports of the Fisheries Bureau of the Ministry of agriculture and the Yellow Sea Institute, the ice disaster in the Yellow Sea and Bohai Sea, which has not happened in 30 years, not only caused a large rection in the proction of floating raft aquaculture seafood, but also caused the death of sea cucumber in some shallow shrimp ponds, which will have a negative impact on the supply of sea cucumber this year and next. At the same time, breeding companies and dealers generally reported that the sales of Stichopus japonicus in this winter were very good, and some areas in Beijing and northeast even went out of stock, which led to the price of Stichopus japonicus in Dalian not to drop significantly even after the Spring Festival, and the consumption growth of Stichopus japonicus in the two lakes was also very strong. Compared with the output of 300-500 tons in Zhangzi Island, the output of holothurian Apostichopus japonicus in the next two years can reach 1700-2000 tons, and the price of holothurian Apostichopus japonicus rises, so the profit elasticity of holothurian is greater. According to the statistical data of the national development and Reform Commission, affected by the disaster rection of Japonica Rice Proction in Northeast China and the drought in Southwest China in 2010, the purchase price of grain increased a lot in the first quarter, and the price level was significantly higher than that in the same period last year. In the first quarter of 2011, the purchase prices of rice, wheat and corn in China's main proction areas increased by 8.4%, 10.2% and 21.9% respectively. The national development and Reform Commission stressed in the report that with the improvement of the operation of corn deep processing enterprises, it is expected that corn purchasing will be more active in the second quarter, which may drive the price of corn up, while the prices of rice and wheat will remain stable in the second quarter. In the capital market, e to the expectation that corn prices will rise in the later period, Denghai seed instry and Dunhuang seed instry have been regarded as the preferred companies under the expectation of bulk grain price inflation in 2011, and Denghai seed instry's over expected growth in the first quarter has established its leading position in agricultural stocks. Ding pin, an analyst at Haitong Securities, believes that Denghai seed instry will have a relatively certain high growth in the future. However, in the short term, e to the sales characteristics of corn seeds, the profit in the first quarter is often the highest in the whole year, and the company's profit is less likely to surprise again