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Titanium Media Publish Assesum: People's Bank: Digital RMB Winter Olympics pilot has entered the sprint phase; Tesla announced that 250,000 Powerwall energy storage power stations have been installed

via:钛媒体     time:2021/11/22 8:01:24     readed:785

Must reading: People's Bank: Digital RMB Winter Olympics pilot pilot has entered the sprint phase

It is learned from the People's Bank that the current construction of the digital RMB Beijing Winter Olympics has progressed smoothly and has entered the sprint phase. In the Beijing Session, accepting environmental construction work is accelerating. Among them, the scenes in the Winter Olympics committee have all completed, and the digital RMB accepted environmental construction in the Winter OAC will be promoted. In Zhangjiakou Fair, the Winter OAC red line payment scene is basically completely covered. Five payment scenarios have been built in the formation of a venue; 14 payment scenarios in the unstack of venues have been summarized, and the remaining 30% of the construction scenarios have completed 100% docking.

Institutional analysis pointed out that the upgrade of the digital RMB software and hardware will bring 140 billion market space, including the bank core system to transform 5.1 billion, digital RMB hard wallet construction of 33.9 billion, ATM upgrade 50.7 billion, smart counter card, upgrade 32.3 billion, merchant POS The equipment is upgraded from 192 billion, and the market space is broad.

Related listed companies

Zhengyuan Wisdom (300645) is one of the listed companies in the official cooperation agreement with the People's Bank of China Digital Money Research Institute. At present, the company has completed the docking and development of digital RMB systems with commercial banks such as Bank of China, Construction Bank, Bank of Communications, Industrial and Commercial Bank, Agricultural Bank. The company's self-developed machine has passed PBOC3.0 certification, and the payment transaction of digital RMB hard wallet has been fully supported.

Chu Tianlong (003040) participated in multiple digital renminbi pilots, realizing small batch supplies for digital RMB hard wallets, and providing related products and technical services for many commercial banks.

Must reading 2: Tesla announced that 250,000 Powerwall energy storage power stations have been installed

According to industry media, Tesla announced on November 17 that the global installation volume of Powerwall energy storage power stations has exceeded 250,000. This device uses a cylindrical lithium battery as a battery, which is currently the second generation of products, with a capacity of 13.5kWH, which can provide a storage solution for family-friendly solar power roofs. Tesla PowerWall can be used to access the grid. You can monitor power generation, electricity, etc. by mobile app. Product peak output power 7kW, continuous use of power 5KW, users can install up to 10 devices to form an array.

Institutional analysis pointed out that Tesla creates a "photovoltaic + energy storage" product system, providing homework storage powerwall and photovoltaic roof soerwall, bundled sales highlights strong demand; providing PowerPack and MegaPack for business and utilities to open large public traffic The career storage market, continuously won large orders such as the United States, Australia, the global share continues to improve.

Related listed companies

When Limit Technology (300073) The energy storage diversity is applied to Tesla Powerwall energy storage projects in 2016.

Ma Marton (002623) The main supplier of solar glass required for Sercon Solar Roof series.

Must reading the news: the industry carbon peak program is about to introduce, bringing the size of the investment or trillion yuan

At the 18th, the Global Low Carbon Metallurgical Innovation Alliance was held, He Wenbo, the executive president of China and Steel, said that China's steel industry carbon peak implementation plan and the formulation of carbon neutrons have been basically completed, and will be announced to the public in the near future And fully began to implement.

At present, the steel industry has the following paths: First, the traditional blast furnace is transformed to reduce carbon, and the second is short process electric furnace steelmaking, and the third is hydrogen metallurgical and carbon. Institutional analysis pointed out that from the perspective of technical maturity and reduction, high-efficiency electric furnace steelmaking, patent production, direct return to iron sharing furnace, hydrogen-rich smelting, steel mill energy efficiency improvement is an important measure in the next decade to achieve deep carbonization, The size of the investment will reach nearly trillion yuan.

Related listed companies

China Steel International (000928) has built a 550,000-ton hydrogen energy source development and utilization project of Henggang Xuan, River and Steel, which is the direct reduction industrialization project under the world's first coke oven gas conditions, with "alternative" alternative " Carbon metallurgy.

Rui Ti Technology (002066) short process steelmaking, electric furnace steelmaking technology related refractory materials have been put into application, hydrogen energy steel refining technology related refractory materials are in the development phase.

Must reading the news: my country's independent intellectual property new crown antibody drug JS016 effectiveness won the world recognition

The reporter has recently learned from the microbes of the Chinese Academy of Sciences, and a new coronary pneumonia with my country's independent intellectual property rights JS016 is actively promoting the three clinical trials. JS016 combined with another neutralization and antibody has obtained the world's 15 national emergency use authorization, safety and effectiveness, which provides Chinese programs for global new crown pneumonia epidemic.

The agency believes that the current new championship flumentation has gradually become a market consensus, referring to the "vaccine + oral special medicine" epidemic cold virus control combination, small molecule oral anti-new crown virus drugs become one of the most powerful anti-vloys, market space Overseas, it is recommended to pay attention to the recent clinical data and opportunities for related pharmaceutical companies.

Related listed companies

Junshi Biology (688180) In the first half of 2020, Junshi Biology and the Chinese Academy of Sciences were partned to develop new crown viruses and antibody JS016, and authorized the Rights of the JS016 Greater China.

Bailusis (301080) customers cover Johnson, Pfizer, Merck and other global TOP20 pharmaceutical companies and Hengrui Medicine, Cinda Biology, Junli Biology and other well-known biomedical enterprises.

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