① Brazil's first solar thermal power project is about to come into operation

Eudora Energia has built a 49 million reais ($1.65 million) concentrated solar thermal power plant in Brazil, the first of its kind in the country. The 0.5MW plant will start operating at the end of this month, media reported.

Avic Securities believes that solar thermal power generation has the advantage of its own energy storage, and the core link of the industrial chain lies in equipment manufacturing and power station EPC. Hangguo co., Ltd. has developed key thermal equipment and system which is suitable for the field of photoelectric heating and takes molten salt as heat transfer medium. Shoughang High-tech's leading products include solar thermal power system core equipment, complete set of services and operations.

(2) The application prospect of silicone exports in the field of new energy can be expected

According to customs data, in December 2021, the primary form of polysiloxane exported 45,000 tons, the volume of exports hit a new high, with a year-on-year growth of 94.32% and a month-on-month growth of 11.33%. At present, most enterprises have sufficient orders in hand, and some of them have been arranged after the Spring Festival, so the market demand is high.

Guosen Securities pointed out that the continued strong overseas demand, in 2021 from January to November, domestic DMC cumulative exports of 331,000 tons, a year-on-year growth of 50.6%, is expected to reach 370,000 tons of annual exports. It is suggested to pay attention to Hesheng Silicon Industry with 730,000 tons of industrial silicon capacity and 930,000 tons of organic silicon mono capacity, Xin 'an Stock with 500,000 tons/year of organic silicon mono capacity, Sanfu Stock with 65,000 tons/year of trichlor silicon capacity, and Xingfa Group with 360,000 tons/year of organic silicon mono capacity.

③ "fourteen five" construction industry development planning to develop prefabricated buildings

Recently, the ministry issued the "difference" construction development plan is put forward, by 2035, the construction quality and efficiency of development, building comprehensive implementation of industrialization, construction quality is significantly increased, enterprise innovation ability raise, comprehensive build high-quality talent team, industry as a whole advantage obviously enhanced, "China construction" core competitiveness, the world's leading Enter the ranks of intelligent construction of the world power, comprehensive service socialist modern power construction.

Essence Securities pointed out that the construction industry actively embraces the "new economy" and actively lays out new industries around the "building +". BIPV, energy storage, carbon sink and other fields have become the key layout of listed companies. Some companies have the beginning of new industries and are expected to continue to make efforts in the future, thus improving the valuation level of the company and the industry. It is suggested to focus on the "two, new and heavy" infrastructure leading and the "construction +" new business segment under the "dual carbon" background.

(4) The Digital Rural Development Action Plan (2022-2025) was issued

The Cyberspace Administration of China (CAC) and 10 other government departments recently issued an Action Plan for Digital Rural Development (2022-2025), which states that important progress will be made in digital rural development by 2025. Initial progress has been made in the construction of smart agriculture. A number of well-known, high-quality and distinctive rural e-commerce product brands have been fostered. Rural Internet culture has flourished, and the rural digital governance system is improving day by day.

Tianfeng securities believes that digitalization will effectively empower traditional agriculture and solve the pain points of traditional agriculture. Policies related to rural revitalization and the coming of the 5G era will jointly help digital agriculture step into a period of rapid development. At present, listed companies that have carried out layout in related fields are expected to take the lead in sharing the dividends of the rapid development of digital agriculture. First promotion: Dayu water-saving (with water as the entrance, "Yuanmou mode" opens the road of upgrading business model!) + Fubang Shares (with soil as the entrance, black Technology and "Tian Xiaoer" to create a new model of planting services!) .