① The development of the digital economy has been boosted, and these industries are worth paying attention to

On the afternoon of October 18th, the Political Bureau of the Central Committee of the Communist Party of China held its 34th collective study on promoting the healthy development of China's digital economy. Propose to fully leverage the advantages of massive data and rich application scenarios, promote the deep integration of digital technology and the real economy, empower the transformation and upgrading of traditional industries, stimulate new industries, new business models, and continuously strengthen, optimize, and expand China's digital economy.

According to a research report by Ping An Securities, China should focus on developing large markets, a complete industrial system, and dynamic digital innovation in the development of the digital economy, such as 5G, artificial intelligence, mobile payments, and other industries.

Related stocks: Yihualu, Chaotu Software, Digital Politics

② The "Hundred Cities, Thousand Screens" ultra high definition video landing promotion activity is launched, and multiple provinces and cities are carrying out system construction

The Ministry of Industry and Information Technology, the Central Propaganda Department, and other six departments have decided to launch the "Hundred Cities, Thousand Screens" ultra high definition video landing promotion activity to promote the overall strength of China's new generation information technology industry and cultural industry. From October 2021 to June 2023, support cities with good industrial foundations and intentions to take the lead and form replicable and promotable activity models.

Guohai Securities stated that the transition from Full HD 2K to Ultra HD 4K/8K is a new technological leap, which is highly compatible with the requirements of high traffic, high speed, and low latency in transmission networks and the construction of 5G networks. It is an important scenario for 5G applications. Currently, CCTV and several provinces and cities have started the construction of ultra high definition video systems.

Related stocks: Shenzhen Kangjia A, Liade, Digital Video

③ The recycling and utilization of power batteries is accelerating, and institutions are optimistic about the future growth of the industry

The spokesperson of the Ministry of Industry and Information Technology stated on the 19th that with the rapid growth of new energy vehicles in China, the retirement of power batteries is also gradually increasing. Next, the Ministry of Industry and Information Technology will accelerate the recycling and utilization of power batteries for new energy vehicles in terms of regulations, policies, technology, standards, and industries.

Zhongtai Securities pointed out that with the rapid growth of new energy vehicle sales, coupled with the gradual improvement of industry policies, the limited market size is gradually expanding, and we are optimistic about the growth of the power battery recycling industry in the future.

Related stocks: Tianqi Shares, GEM

④ The price of liquid caustic soda has surged 287% this year, and institutions predict that the market will mainly have an upward trend

According to Baichuan Information, the price of liquid caustic soda in the domestic market has risen significantly recently. On October 19th, the daily price of liquid caustic soda increased by 4.49%, with a quoted price of 1848.76 yuan/ton, an increase of 99.5% compared to September 17th at 926.51 yuan/ton. It has doubled in a month and has risen by 277% since the beginning of this year, continuing to hit a new historical high.

Tianfeng Securities stated that the domestic energy consumption dual control policy will continue to affect the production of liquid alkali, while the transportation of liquid chlorine will be restricted during the National Day holiday, and it is expected that the production will remain low; The wide rise in the price of alumina alkali also supports the price of liquid alkali in various regions, and it is expected that the upward trend of the liquid alkali market will be the main trend. The expected price adjustment range is 50-200 yuan/ton.