With the arrival of the era of wind power+photovoltaic base, the AR industrial chain is expected to grow rapidly. Tomorrow's theme is prospected.

① With the arrival of the era of wind power+photovoltaic base, the demand for energy storage has exploded

The national development and reform work conference was held in Beijing recently. The meeting emphasized strengthening the construction of energy production, supply, storage and marketing system. Give full play to the role of inter-ministerial coordination mechanism for coal, electricity, oil and gas transportation, and ensure the supply of coal, electricity and natural gas. We will promote the adjustment and optimization of energy structure in an orderly manner, actively promote the construction of large-scale wind power and photovoltaic bases focusing on deserts, Gobi and desert areas, and continue to play the role of traditional energy sources, especially coal and coal-fired power, in peaking and ensuring supply.

Essence Securities said that the demand for energy storage is growing explosively. In 22, the supporting energy storage ratio of global wind power photovoltaic installations will be less than 3%. It is expected that the supporting energy storage ratio will be increased to 15% in 225, and the energy storage duration will be increased to 2.5h The installed energy storage capacity will exceed 8GW/2GWh, corresponding to an average compound growth rate of about 8% from 221 to 225.

related stocks: Xu Ji Electric, Jinguan, Xinfeng Guang, etc.

② The China Game Industry Annual Meeting will be held, and the Meta-Universe Game will be accelerated

The 221 China Game Industry Annual Meeting will be held in Guangzhou from December 14 to 16, including the China Game Industry Annual Meeting and the annual list ceremony of the top ten games.

guojin securities believes that the metauniverse can provide a platform for people to build new connections with the help of games, and cloud games, which rely on the powerful computing and rendering power on the cloud to provide immersive experience, are expected to become one of the first scenes in the metauniverse field, and metauniverse games are expected to usher in accelerated development.

related stocks: Kunlun Wanwei, Shunwang Technology, Huichang Communication, etc.

③ Guangdong vigorously promotes the development of offshore wind power projects, and the industry continues to prosper

The General Office of the Guangdong Provincial Government issued the "14th Five-Year Plan for the Development of Marine Economy in Guangdong Province" on the 14th, proposing to promote the development of offshore wind power projects, strive to build and put into operation an installed capacity of 18 million kilowatts by the end of 225, and accelerate the construction of offshore wind power in Yangjiang and eastern Guangdong.

according to the plan, China will arrange 41 offshore wind power clusters with a total capacity of about 29 million kilowatts around five 1 million kilowatt offshore wind power bases in Shandong Peninsula, Yangtze River Delta, southern Fujian, eastern Guangdong and Beibu Gulf. Dongxing Securities Hongyi said that with the continuous policy guidance, offshore wind power will gradually become an important part of the installed capacity of the wind power industry, and large base+wind power going to the countryside+offshore wind power will help the development of centralized and decentralized wind power markets.

related stocks: Zhongtian Technology, Riyue, Haili Wind Power, etc.

④ New smart glasses products are launched one after another, and the AR industry chain is expected to grow rapidly

OPPO held a future technology conference on the 14th, and released a new generation of smart glasses, namely OPPO Air Glass, and launched OPPO 5G long-distance racing car and CybeReal full-time space computing AR application 2. in the two major fields of 5G and AR respectively. OPPO smart glasses adopt customized diffractive optical waveguide technology, and the weight of a single lens is only 6.6 grams.

Huawei has released the second generation of VR smart glasses before, and Apple also intends to focus on AR glasses and smart cars in the future. Fu Chuxiong of Galaxy Securities believes that AR terminals will become a new generation of terminal products that detonate the ICT industry. In order to achieve better user immersion, the core of AR industrial chain is optical and display components. It is expected that optics will continue to develop into free-form surface and optical waveguide technology, and display will develop into silicon-based OLED and MicroLED.

related stocks: baotong technology, crystal optoelectronics, wentai technology, etc.