Rating research report, the concept of central enterprise AI is on fire! This industrial software leading central enterprise has laid out the AI big model in advance+the intelligent manufacturing of i

  [investment points]

  (1) The State-owned Assets Supervision and Administration Commission (SASAC) first mentioned "AI empowerment industry rejuvenation". This industrial automation software leader is expected to take the lead in benefiting from the AI+ industry in advance; MES domestic enterprises have the first market share, and hold large-scale PLC products that are scarce in China, so there is a big room for domestic innovation.

  ② The company is domestic.The first echelon, domestic X86 CPU leader, industryIt is expected to open up the domestic CPU market space, and the DCU business has been harvested.Customers from big factories such as, Ali, etc. are expected to usher in a second growth curve under domestic computing power demand.

  open-sourceRe-covering, maintain the company’s "buy" rating.

  February 21, open source release.Re-covering(600845.SH), maintain a "buy" rating. Since the beginning of this year, open source has released the company’s related research reports for three times.It also covered the stock one after another and gave a "buy" rating.

  According to public information, the company started from automation and informatization, and gradually entered the IDC industry, while deepeningNet, AI big model,, AIDC layout; The company is the actual control of China Baowu,The ultimate controller of listed software enterprises controlled by the company is the State-owned Assets Supervision and Administration Commission of the State Council.

  In the secondary market, the company’s share price has been significantly adjusted back in the past year. On February 2, it once hit a new low in the past year. It has rebounded recently and closed on February 22.The company’s share price rose by 2.75%, closed at 43.36 yuan/share.

(Source: Nancai Financial Terminal)

  ① The deployment of "AI+Central Enterprises" is accelerating, and the company is expected to take the lead in benefiting.

  Today, the direction of AI has broken out again, and the concept of "AI+ central enterprises" is hot.

  In the news, on February 19,The State-owned Assets Supervision and Administration Commission of the State Council held the central enterprise of "AI Empowering Industry Rejuvenation"Thematic promotion meeting. The meeting stressed that it is necessary to promote the central enterprises to achieve better development and play a greater role in the field; It is necessary to carry out AI+ special actions, strengthen demand traction, accelerate the empowerment of key industries, build a number of multi-modal high-quality data sets of industries, and create a large model to empower the industrial ecology from infrastructure, algorithm tools, intelligent platforms to solutions.

  Hua Fu Securities pointed out that,Central enterprises have the advantages of large demand scale, complete industrial facilities and many application scenarios. The entry of central enterprises is conducive to accelerating the improvement of the basic base of China’s AI industry development and promoting the formation of industrial demonstration projects to provide direction for other enterprises’ innovation.

  Open source securities said that,As the state supports central enterprises to develop the AI industry, the company is expected to benefit from the core as an industrial software leader+central enterprises. With the deployment of intelligent manufacturing by traditional process enterprises such as iron and steel metallurgy, petrochemical and chemical industry, and the rise of domestic innovation, the company may usher in golden growth opportunities and have great long-term development potential.

(Source: Open Source Securities)

  (2) Industrial software started, and there is a large market space for domestic innovation.

  In terms of automation, the company is a rare enterprise in China that has launched large-scale PLC (programmable logic controller) automation industrial software products.Open source securities pointed out that before the company launched large-scale PLC products, the market share was monopolized by foreign companies, and domestic enterprises were mostly located in small and medium-sized PLCs. "technical barriers+customer barriers+capital barriers+product exclusivity barriers" and so on have built a high industry barrier for large PLC.

  According to the organization, in 2021, the company planned to develop distributed domestic SCADA software for metallurgical industry, and formed a pilot application. At present, the company takes the intelligent control center project of TISCO No.2 Steelmaking Company as an opportunity.The self-development of SCADA, a production control software for process industry, has been realized..

  In recent years, the domestic PLC market has maintained a steady growth momentum. Open source securities pointed out that the company’s large PLC is in a period of rapid development with the market share increasing from 0 to 1, and related businesses are expected to benefit from the progress of domestic innovation.

(Source: Open Source Securities)

  In terms of informatization, the company relies on Baosteel and Baowu platform, the largest steel group in China, and its industrial software has the first-hand advantage.According to IDC data, the company’s market share in the domestic manufacturing MES (Manufacturing Execution System) software industry was in the top three in the market from 2021 to 2022.The market share ranks first among domestic enterprises., but also at home.MES leading enterprise.

(Source: Open Source Securities)

  Open source securities pointed out that MES, as a production information management system, has a short development time. Compared with foreign countries, domestic MES software products still have a certain gap in technical depth and application promotion, and there is still a large domestic space in the future.

  ③ AI is empowered, AIDC and big model are ready to go.

  In recent years, the development of AIGC has brought about a vigorous demand for computing power. China ICT Institute predicts that the global computing power scale will increase by more than 50% in the next five years, which is expected to drive the construction of intelligent computing centers.

  According to open source securities, the company has invested heavily in the research and development of AI big model+network platform in recent years:

  •   For many years, the company has focused on independent research and development network platforms, such as Baoliandeng xIn3Plat, AI Zhongtai, xAI suite, etc., and actively promoted the research and development of steel AI model, laying the foundation stone for the development of intelligent manufacturing.

  •   The company is a first-tier city in China, IDC (Internet) leading, the current IDC supply and demand pattern continues to improve, and the development of AI is in the ascendant.IDC is expected to upgrade to AIDCDavis, who is expected to bring profit+valuation to the company in the future, double-clicks.

  predict

  Open source securities predicts that the company will realize from 2023 to 2025.Guimu2.586/3.272/4.270 billion yuan,Year-on-year growth of 18.3%/26.5%/30.5%, PE is 39.2/31.0/23.8 times.

(Source: Open Source Securities)

  Open-source securities also suggested that the promotion and application of large-scale PLC control systems were lower than expected, industrial development was lower than expected, IDC development was lower than expected and other risk factors.

  First coverage, give the company a "buy" rating.

  Recently, the research report was released for the first time.(688041.SH), give a "buy" rating.

  According to public information, the company is mainly engaged in research and development, design and sales of high-end processors in computing and storage devices such as servers and workstations, and its main products include Sea Light General Processor (CPU) and Sea Light Co-processor (DCU). The company belongs to the state-owned enterprise type and is the first echelon made in China.

  Nancai financial terminal shows that it closed on February 22.Closing up 3.85%, reported 82.83 yuan/share. Recently, the company’s share price has risen sharply.Since FebruaryHas risen by nearly 25%.

(Source: Nancai Financial Terminal)

  ① The first echelon in China

  Haiguang Information was authorized by AMD X86 architecture technology in 2016, and on this basis, it realized independent iteration and launched self-developed CPU and DCU products. It is pointed out that the company is the domestic X86 CPU leader, belongs to the first echelon of domestic AI chips, and is one of the few domestic CPU and DCU companies that simultaneously open to the commercial market.

  Thanks to strong products, the company’s revenue and net profit increased significantly.From 2018 to 2022, Haiguang’s revenue increased by 106 times. In 2023, the performance continued to increase steadily. According to the company’s 2023 annual performance forecast, it is estimated that the annual revenue will increase by 10.82%-22.14%, and the net profit returned to the mother will increase by 46.85%-64.27%.

  ② The industry is expected to open up the domestic CPU market space.

  According to IDC data, X86 servers account for a high proportion of server shipments because of their most complete architecture ecology. China’s X86 server shipments are expected to continue to increase steadily in the future. It is estimated that by 2025, China’s X86 server chip shipments will reach 10.66 million pieces.

(Source: soochow securities)

  The X86 CPU market started late in China, and domestic enterprises have less market share. However, with the arrival of the domestic innovation trend of server bidding, in the future, soochow securities believes that with the increasing proportion of industry innovation, it is expected that the party, government and central state-owned enterprises will realize comprehensive domestic innovation by 2027.The company is expected to open up domestic space through industry innovation, and the demand for servers will increase..

  According to the statistics of soochow securities, in 2022, the proportion of domestic server bidding in some central state-owned enterprises will reach more than 30%. In 2023,, operators and other central state-owned enterprises to release pure domestic server bidding. amongHaiguang Information and Huawei are the two major suppliers of Xinchuang servers in the industry..

  ③ AI technology changes, the company’s DCU business welcomes opportunities.

  With the continuous change of AI technology, the market demand for AI chips and computing power has expanded beyond expectations. According to IDC data, it is estimated that the shipment of chips in China will reach 1.335 million pieces in 2023, a year-on-year increase of 22.5%.

  The demand for domestic innovation of AI chips is urgent. Since last year, a number of policies have been introduced to support domestic AI chip products.Dongguan Securities is optimistic about Haiguang Information as the first echelon of domestic AI chips, fully benefiting from the acceleration of domestic innovation of AI chips, and DCU business has ushered in a second growth curve.

  According to the organization, at present, the company’s Haiguang DCU is based on GPGPU architecture and is compatible with the general "CUDA-like" environment. In terms of performance, the performance of FP64 of Haiguang DCU Shensuan No.1 product can reach.The A100 launched in 2020 and the MI100 launched by AMD in 2020 have improved the performance of the second generation products by 100%, and the third generation products are expected to be launched in 2024. In terms of commercial applications, the company’s DCU products have been certified by Internet companies such as Alibaba and Alibaba, and a joint scheme has been launched.

(Source: soochow securities)

  Performance forecast

  Soochow securities predicted that the net profit of the company’s homecoming from 2023 to 2025 would be 1.244/1.749/2.379 billion yuan respectively, up by 54.77%/40.64%/36.00% year-on-year.

(Source: soochow securities)

  Soochow securities also pointed out the risk factors such as policy support, technology research and development, and AI development.

  (The content of this article comes from licensed securities institutions, and does not constitute any investment advice, nor does it represent the platform’s point of view. Investors are requested to make independent judgments and decisions. )

Five little-known things about Zhan Huang: 27 touchdowns of high school football, and trouble with his 18th birthday present.

On May 8th, Beijing time, the American media clutchpoints published an article entitled "Five Things About LeBron James", which you didn’t know. At the beginning, it was written that LeBron James is one of the most famous athletes in the world. He is a child from Akron, Ohio. Since he left St. Mary’s High School in Saint Vincent, he has become a world-famous basketball star. LeBron’s influence now far exceeds basketball.
First, James played football and was selected as an All-Star for a while. When James was studying at St. Mary’s High School in St. Vincent, he spent all his time on the court. Even though he was the most famous basketball star in the school, he still joined the school football team (American football). James played with his childhood friend and now business partner maverick Carter. LeBron was a player of the Irish team. He played American football for two seasons in high school. In his sophomore year, he was named the all-star of the state first team. In a short time,
Second, James is a fan of the new york Yankees (MLB). Considering that LeBron is Akron’s child, he should be a fan of Cleveland Indians. This native Ohio is not a fan of Cleveland Indians, but a fan of new york Yankees! In 2007, James took a baseball cap from new york Yankees to watch the game at Cleveland Indians’ home. It was a playoff game, and James was bombarded by many fans in Chicago. However, in 2016, James supported the Indians in the game between Indians and Chicago Cubs.
Third, James has never met his real father. James was born to his mother Gloria James at the age of 16. LeBron’s biological father Anthony McClelland has a large number of criminal records, and he has never had a definite relationship with James’s mother. James’s childhood was very miserable. Gloria didn’t have a stable job, so he had to move frequently. Moreover, as a single mother in her teens, she had to take care of young James. James had complained many times that his father had abandoned them.
Fourth, the mother gave James a controversial gift. On James’s 18th birthday, Gloria, James’s mother, borrowed $50,000 to buy a pair of new Hummer H2 cars for her son. This was a controversial gift, because James and his son were still living in public housing at that time, and this gift almost made James lose the opportunity to attend high school. Because the Ohio High School Sports Association investigated this matter, the association prohibited players from receiving gifts exceeding $100 (the coach took bribes), and the final investigation showed that the car was purchased by James on loan at present, so James. (PS: American Sports Association imposes severe penalties for accepting bribes in sports events, such as James Wiseman, the top pick in 2020)
Fifth, James’s business ability. Before entering the NBA, James signed a 90 million endorsement contract with Nike. In the 2003 draft, James undoubtedly became the No.1 scholar, and his contract with Nike has been renewed and rising. As part of his investment, James invested in Liverpool in 2011. He bought a 2% stake in Liverpool for 6.5 million US dollars. In 2018, it has risen to 32 million US dollars, and now it is close to 40 million US dollars. In 2008, James bought a share of Beats from Dre. In exchange, he became the image ambassador of the store’s subsidiary. In 2014, Apple bought Beats, and James’s share was also bought, which is said to reach 700 million US dollars.
Text/Yan Xiaobai
Reporting/feedback

Bye, Nets! Heavy 2 for 1 transaction outflow! The lone ranger will add more reinforcements and win the championship next season.

Dallas Mavericks made many reliable deals this summer: the most favorable one was to re-sign Carey Owen, but the team also added some reliable veterans and high-quality 3D players, such as Grant Williams and Seth Curry. However, the team needs to further supplement the lineup to become a real champion team. In terms of team assets, the Dallas Mavericks don’t have much assets, so their key is to make a relatively risky transaction with potential upside. The player they may be targeting is Ben Simmons of the Nets, because his current trading value may be the lowest. Our trading framework will involve the Mavericks sending Tiny Tim Hardaway and Christian Wood away in the trade. The specific trading plan is: Dallas Mavericks get: Ben Simmons; Brooklyn Nets got: Tiny Tim Hardaway and Christian Wood (sign first and then change).

The Brooklyn Nets have considered trading Ben Simmons before, so this deal may be attractive to them. At the same time, the Dallas Mavericks themselves need to make changes in order to compete in the West. This is why this transaction is attractive to both parties. At this point, it is fair to say that Simmons is no longer the best lineup player of Philadelphia 76ers. However, he is still a reliable defender, rebounder and organizational core, and can contribute to a championship-winning team. In recent years, he has been dealing with injuries, but it is reported that Simmons is the healthiest since the offseason this year. A healthy Ben Simmons may be useful to the Dallas Mavericks, even though his ability is only about 70% of what he used to be. Simmons averaged 6.9 points, 6.3 rebounds and 6.1 assists for the Brooklyn Nets last season. This deal will be a big gamble for the lone ranger.

Although this is not a star performance, Simmons’ versatility in defense may help the Dallas Mavericks. At present, defense is obviously their weakness, which is why they chose Derek Lively as the basket protector in the draft. The addition of Simmons also allows them to choose him as the center. Jason Kidd is a defensive coach, so he will definitely welcome players like Simmons who have participated in DPOY discussions in the past. Theoretically, Dallas Mavericks is the best place for Simmons to revive his career. They have two elite scorers, Luca Dancsics and Carey Owen, and Simmons won’t have scoring pressure. Both stars are reliable three-point shooters, which means they can make room for Simmons. In addition, the team has other high-quality three-point shooters, which will make full use of Simmons’ ability to pass and impact the basket.

Having said that, for the Dallas Mavericks, taking over Simmons is undoubtedly a risk. For him, the key is his mentality. It is fair to say that his aggressiveness has weakened when he cut into the basket. Since the 2018-19 season, Simmons’ score has continued to decline, and we are unlikely to see him score more than 15 points per game again. However, if he can achieve double-digit results in this respect, then he will be a valuable player. Ben Simmons is an acquisition that Dallas Mavericks can make without giving up too many assets. This is a high-risk and high-return transaction, and taking risks may be the right move, because if the general manager does not take risks, it is impossible to win the championship. It’s easy to understand why the Brooklyn Nets are already exploring a deal for Simmons, who is rapidly being replaced by other outstanding young players on the list, such as mickal bridges and Cam Johnson. Now it’s time to really try to trade him. Getting this deal from Dallas Mavericks may be their solution.

Wen | Lao Wang next door

Double happiness! The top foreign aid announced his return to the Liao basket, and Cousins was close to joining forces with Guo Ailun.

Their tactics on the court are always confusing, and they have never played cards according to the routine. They have not changed much in the team lineup next season. There is no doubt that if there is no accident, it will reach the finals. Yang Ming, the head coach of the team, praised his players in front of the media many times and said that their efforts behind the scenes will never be seen by you. Recently, there is good news for the Liaoning basketball team. According to relevant insiders, the Liaoning men’s basketball team is in contact with Cousins, the first center of the NBA. The Liaoning team will probably sign Cousins. Once Cousins joins the Liaoning men’s basketball team, he will dominate the inside of the CBA, and no team can stop the Liaoning men’s basketball team from winning the championship.

Director Leipzig talks about winning Bayern: If the team has no injury problems, the Bundesliga will be a triangle competition this year.

Live on May 21st, this morning, Leipzig Red Bull beat Bayern Munich. After the game, Leipzig captain Alban said that he had not received congratulations from Dortmund, while Leipzig director Herbor praised the team.

Because Leipzig won, Bayern now leads Dortmund by only one point in one more round, and Bumblebee still has two rounds of league matches to play, so the initiative to win the championship has fallen into its own hands.

When asked if he had received Dortmund’s congratulations after beating Bayern, Alban said: "Personally, not yet, but I don’t know. Of course, it is good for Dortmund that we win, but this is not our first goal. We want to win this game for ourselves, and we did it. "

Herbor, director of Leipzig, said: "Many things are related to us before the game, and we will decide the trend of the league championship, but the most important thing is about ourselves and the qualification for the Champions League. We want to ensure the qualification for the Champions League. Now we have done it, which is great."

"The fierce competition in the Bundesliga is good for the whole league and people’s awareness of the Bundesliga. In recent years, Bayern has always determined the league title relatively early, and now it is an exciting championship battle."

"Our team is excellent. If important players such as Nkunku, Lemmer, olmo and Shi Lage can stay healthy all the time, then this year’s Bundesliga champion is not a duet, but a triangle competition. Therefore, I think that in the past few years, our club has done a good job, and we hope to continue to do so in the future, so that the competition for the Bundesliga championship will become a triangle competition. "

0: 1 big upset! Arsenal, who led the standings for 248 days, lost to the relegation team and sent Manchester City to win three consecutive championships.

At 0: 30am on May 21st, Beijing time, the 37th round of the Premier League started. Arsenal, ranked second in the league, played away against Nottingham Forest, which was deeply relegated. Only by winning this game can Arsenal keep the championship suspense, but in the end they failed to do so. Nottingham scored the key three points on the road to relegation, while Arsenal once again lost the championship at a critical moment. Send Manchester City to win the Premier League title ahead of schedule.

Manchester City has become the second team in the history of Premier League to win three consecutive championships, and it is also the fifth time to win the cup in the past six years. Since Guardiola took office, Manchester City has established its own blue moon dynasty in Premier League.

Arsenal set an embarrassing record for themselves, and they became the team that failed to win the championship in a single season in the history of the top leagues in England, but ranked first for the longest time. They led the standings for 248 days, and finally gave Manchester City the championship.

At the beginning of April, they were once 8 points ahead of Manchester City and were regarded as the most promising team to win the championship, but Arsenal’s collapse took only four rounds, and it was the most crucial four.

In the face of Liverpool, West Ham United and Southampton, Arsenal’s three-game winning streak disappeared. Except for Liverpool, there is still a gap between the other two teams in terms of strength and Arsenal, especially in the face of the bottom Southampton team’s defense line, which is almost a sieve. If it weren’t for the continuous goals of Odegard and Saka in the last two minutes, Arsenal would even swallow a defeat.

Then facing Manchester City, a 1:4 brittle defeat almost gave the championship to the opponent.

In the game against Nottingham Forest, it can still be seen that the team wants to win, but there is something wrong with the players’ mentality. The whole game is not scored, and the possession rate is close to 82%, but only 11 shots are obtained, and the worst thing the whole team does is stealing.Without the determination to actively grab, Arsenal only contributed 8 steals, while their opponents had 19.

Arsenal’s collapse began when Jesus returned from injury and became the main force. This season, Jesus also lost to Jesus. From the data, he was Arsenal’s fourth scorer, and also contributed five assists. When he first joined the team, Jesus could almost make fans shout "God arrival". Arteta made adjustments due to the injury in the middle of the season, and Nkatiya entered the starting lineup, which actually had a good effect and the team won a winning streak.

When Jesus returned to Alta, he was still given the main position, but at this time he obviously had not fully recovered, and he was out of tactics. In addition, Saka’s state declined, and the tactics of penetrating through the two wings to find Jesus or Odegard were thoroughly understood, which led to the loss of the chain throughout the season.

Arsenal’s loss is actually due to the team’s poor finishing strength. Once one of the main players declines, the team will struggle. In fact, they have done well enough. You can’t expect Liverpool, Manchester United and Chelsea to fall off the chain again next season. Arsenal still need to continuously upgrade their arsenals. Their performance is good enough.

Many people say that there is something wrong with Artta’s ranking, which led to the team’s collapse. In fact, without him, Arsenal’s second place in this league is hanging, at least the team is on the right path. After the game, coach Artta took the initiative to bear the responsibility of losing, and Arsenal can finally enter the Champions League after waiting for six years next season.

Firmino agreed to join as a free agent! Barcelona is addicted to visa-free, and caught two big fish this summer.

The Daily Mail reported that firmino has agreed to join Barcelona on a free agent this summer, and the Brazilian international will end his eight-year stay in days of our lives.

Firmino has won the Champions League, Premier League, FA Cup, Carling Cup and World Club Cup since he moved from Hoffenheim in 2015.

Liverpool manager klopp has made it clear that he wants 31-year-old firmino to stay, but the Brazilian has made up his mind to meet new challenges. After joining jota, firmino’s main position has been shaken. Coupled with the addition of Nunez and Gakpo, firmino has completely become a substitute.

Recently, he will miss at least three games because of a hamstring injury, but klopp still hopes that he can return before the end of the season. After the last home game of the season against Villa on May 20th, he will say goodbye to the fans at Anfield.

Last year, Mane moved to Bayern for 32 million euros, officially announcing the disintegration of the Red Army’s Three Arrows. Firmino is about to leave, so the Red Army only has Salah. The Egyptian international just signed a new contract with Liverpool last year, which expires in 2025. The weekly salary is 400,000 pounds, which is the highest salary in the history of the team.

In recent years, Barcelona seems to have taken the old road of Juventus and AC Milan, and constantly exempted players in the transfer market, including Obamaian, Depe, Kathy and Christensen. In this summer, they may get "two big fish" for free, that is, Liverpool striker firmino and Bilbao central defender inigo martinez.

The transfer fee is ready! Manchester City found Calvin Phillips body double, and the champion attribute conquered Guashuai.

Manchester City has brought Calvin Phillips from Leeds this season, but the English midfielder didn’t get many playing opportunities in his first season at Manchester City. At the beginning of the season, players’ injuries were the main influencing factors. Although FIFA World Cup Qatar 2022 successfully participated, he was once again excluded from the team’s main force because of overweight after returning to Manchester City. It can be said that Guardiola has not found a way to activate the midfielder. Of course, Manchester City will not sell players this summer, but Rodley really needs a player who can share the pressure for him, and Manchester City has also locked in the target.

According to news media N1, Manchester City coach Guardiola has found a midfielder who can replace Calvin Phillips, form a good rotation with Rodley, and even have a competitive relationship. This person is none other than Chelsea’s Croatian midfielder kovacic. Joining the Blues from Real Madrid in 2018, kovacic has helped the Blues win the Europa League, Champions League, World Club Cup and Super Cup.

However, with the departure of Roman Abramovich, the Blues under Burleigh’s control are now playing very badly on the pitch, and Burleigh spent 600 million pounds to sign for two consecutive transfer windows this year, but the final result is not satisfactory. On this premise, the Blues will sell a large number of players this summer to ensure their financial balance, and the contract between kovacic and Chelsea will expire in Ming Xia, so it is very likely that the Blues will sell them soon to earn a transfer fee.

There is a high probability that Chelsea will not qualify for the Champions League next season, and many players in the team will also have their salaries reduced. Of course, these players were signed during the Burleigh period. As a meritorious player during tuchel’s coaching of Chelsea, kovacic’s blue career has basically come to an end. However, kovacic, who is only 28 years old, is still at the peak of his career, and Guardiola is very fond of the Croatian midfielder and hopes to sign this player for Manchester City this summer.

Guardiola once said that Calvin Phillips needs to increase his rhythm in short passing. In the game with Sheffield United, Guardiola continued to give players playing time, but more could only be returned, and he could not find the opportunity to adjust his body forward. Obviously, Calvin Phillips could not provide much help to Manchester City on the court when he was on the court. If players want to gain a foothold in Manchester City, it is very important to add some extra training, but Manchester City obviously can’t just wait, but wants to take the initiative.

It is reported that Manchester City is prepared to bring kovacic from Chelsea for a transfer fee of 30 million pounds, which is not low, and if Manchester City is really willing to pay such a high price, kovacic himself is obviously willing to join. After all, you can win more trophies in Manchester City, and compared with the chaotic Chelsea, Manchester City is obviously a good place for kovacic.

Of course, it is not known whether Calvin Phillips can lead to the outbreak of Manchester City’s second season. Like Grali and many other players, he has grown up under Guardiola’s guidance. However, it is obvious that Calvin Phillips’s first season in Manchester City is not mature enough for various reasons, and players should consider their own future. Therefore, it is very important for Calvin Phillips to integrate into Guardiola’s tactical system as soon as possible.

Bo Yu said sports: Premier League Rome is considering hiring De Zerbi to replace Mourinho, but Tottenham Hotspur and Chelsea are also.

On the other hand, the defense has obviously regressed. The opponent’s shots per possession increased by 27%(0.10), and the average xG was similar. The number of goals per game in Manchester City increased from 0.7 to 1.0. Whether it’s because Guardiola tried his staff to make the best use of Harland-which, among other things, led to the bench of full-back Joao Cancelo and eventually loaned it to Bayern-or because of the conscious retreat of the World Cup in terms of pressure and efforts (Manchester City players played more time in Qatar than any other club), Manchester City’s pressure was more passive and ineffective. Excellent opponents are particularly comfortable and productive for them: in eight games against the top six teams in the Premier League, Manchester City scored a goal in 13 shots (81.10 times per game), worth 11.6 xG.

Please note that Manchester City also scored 19 goals and scored 13 points in these eight games, but Manchester City did not control the situation as usual. Put some terrible luck into a close game-in a game decided by 1-2 goals, the average score per game is 0.1 (the average score of the other four teams in England is 2.1)-and we can see how Manchester City has left the door for Arsenal to break in at present. This also brought RB Leipzig back to the first leg of their last 16 Champions League (final 1-1 draw), and there is still some work to be done before they can advance next week.