Hengdian Dongci Investment10 billion.
Construction of photovoltaic Topcon batteries and other projects
Last night, Hengdian Dongci, with a total market value of over 30 billion yuan, announced that it planned to set up a subsidiary in Xuzhou District, Yibin City, Sichuan Province to invest in a new high-efficiency battery project with an annual output of 20GW. The total investment of the project is about 654.38+0 billion yuan, of which fixed assets investment is about 5 billion yuan.
The project will be implemented in three phases, of which the first phase will invest in the construction of a new high-efficiency Topcon battery with an annual output of 6GW, and the project will be basically completed by the end of 2023. In the second stage, we will invest in the construction of a new high-efficiency Topcon battery with an annual output of 6GW, and in the third stage, we will invest in the construction of the next-generation high-efficiency battery with an annual output of 8GW. The specific construction scale, construction time and technical route of the third-phase production line will be promoted according to the production and operation situation and the maturity of the next generation photovoltaic technology.
The latest closing price of Hengdian Dongci is 18.9 yuan/share, which is over 30% higher than the high point of the year. According to the net profit11of Hengdian Dongci 202 1 200 million yuan, the investment of this project is equivalent to nearly 9 times of last year's net profit. It is worth noting that the investment in this project also exceeds the total net profit of the company/KLOC-since its listing in 0/7, and the accumulated profit of the company since its listing in 2006 is 7.562 billion yuan.
Hengdian Dongci said that as a representative of a new type of high-efficiency battery, N-type Topcon has excellent contact passivation characteristics, high Voc and strong multi-carrier transmission ability. With the gradual improvement of process maturity and cost economy, its market penetration rate is also increasing. The company's increasing the production capacity layout of N-type Topcon batteries will not only help to build a more perfect product echelon, but also promote the company's photovoltaic industry to reduce costs and increase efficiency, which is conducive to enhancing the company's market competitiveness.
Recently, Hengdian Dongci said in an institutional survey that there will be 8GW battery and 7GW component PERC capacity this year, and Topcon's battery capacity will be added next year. It is preliminarily planned that the capacity of a single plant is 6GW-8GW. If the project goes well, it is expected that there will be some output in the third quarter of next year. Next year, the component shipment is planned to double, which is expected to be around 4.5GW this year and 9GW next year. The absolute value of shipments to Europe will increase, but the proportion will drop to about 70%. In the first half of this year, Hengdian Dongci's European market component shipments accounted for about 80%.
Musk's company
"Thinking typing" technology will be unveiled.
At 6pm local time (165438+1October 30th), Neuralink, a brain-computer interface company owned by Musk, will hold a technical demonstration "ShowandTell". In the activity preview videos previously released by Neuralink, the letters "pleasejoinusforshowandtell" were typed one by one. A number of media pointed out that this may imply that Neuralink has made progress in "thinking classification".
Recently, there are many good news about brain-computer interface in China. MetaBCI, the first comprehensive open source software platform for brain-computer interface in China, was officially released. This platform not only fills the gap in the field of general brain-computer interface in China, but also provides a basic open platform for cross-team collaborative innovation of brain-computer interface technology.
Brain-computer interface (BCI) is a direct communication channel between brain and external devices. McKinsey's Biological Evolution Report predicts that the global BCI industry will generate economic value of 70-200 billion US dollars in the next 20 years.
The agency suggested focusing on two main lines.
Guosen Securities believes that brain-computer interface technology is still in its early stage, but it has great potential in application fields and future commercial value. It is suggested to pay attention to two main lines: 1) technology-driven software and hardware, and pay attention to the progress in acquisition, external control, medical devices, consumer electronics and other fields; 2) In the long run, the software and hardware technologies related to brain-computer interface are expected to mature in VR/AR, metauniverse and other fields and bring new interactive forms, and continue to be optimistic about the development of metauniverse, VR/AR and other fields.
According to the statistics of Securities Times and Datanewspaper, there are 15 A-share companies with brain-computer interfaces, which mainly include innovative medical care, new intellectual metacognition and Han Wei Science and Technology.
202 1, 1 year1October 8, Innovative Medical signed the Cooperation Framework Agreement with Mr. Xu Kedi and other partners, and decided to jointly establish the "Brain-Computer Interface" project company.
Shanghai Xin He Nao Intelligent Technology Co., Ltd., a subsidiary of Xinzhi Cognitive "Brothers" Company (both major shareholders) Xinzhi Digital Technology Co., Ltd., is the first functional platform for research and development and transformation of brain-like chips and intelligent systems on chip in Shanghai.
Since June 1 1, the share price of 15 concept stocks has risen by 7. 19% on average, and six stocks, including Guo Rui Science and Technology, Jiahe Intelligent and Fudan Hua Fu, have been among the top gainers in the month, all exceeding 10%. Since the beginning of this year, the brain-computer interface concept stocks have been weak, with 15 shares all recording negative values during the year, among which century huatong, Tomcat and HKUST Intelligent all experienced cumulative declines of more than 40% during the year.
In terms of performance, 1 1 BCI concept stocks made profits in the first three quarters of this year, and the net profits of century huatong, Iflytek and Tomcat in the first three quarters all exceeded 400 million yuan. Xinzhi Cognitive, Jiahe Intelligent and Innovative Medical achieved the highest year-on-year increase in the first three quarters.