【Hot Spotlight】
> performance exceeded expectations Undervalued under-allocation bank stocks to make up for the rise or continue
In operation, we can pay attention to bank stock ETFs (512800), industrial banks (601166), bank of Jiangsu (600919), etc.
> oil prices are strongly rising, focusing on investment opportunities in the petrochemical industry
You can pay attention to Hengli Petrochemical (600346), Rongsheng Petrochemical (002493) and so on.
> Shanghai issued a new policy for semiconductors and further expanded the scale of industrial funds
We can pay attention to the "bellwethers" of local segments, Such as Shanghai Silicon Industry (688126), Weier Shares (603501), etc.
> performance growth is highly certain, and the spring tillage market of chemical fertilizers can still be expected
You can pay attention to Hualu Hengsheng (600426), Hehua Shares (000953) and Stanley (002588).
> two factors to promote the rebound of domestic demand for home appliances, optimistic about home appliance leaders
It is recommended to pay attention to Haier Zhijia (600690), Midea Group (000333) and Boss Electrical Appliances (002508).
> the official release of the Jidu automotive robot brand, or to promote the commercialization process of autonomous driving
Gao Xinxing (300098) has successfully built the industry's first all-round perception, efficient computing and processing, high-speed information transmission capabilities and super vehicle-road collaboration system and Vehicle Networking V2X platform in Guangzhou International Biological Island, empowering automatic driving and promoting the experimental application of autonomous driving technology, and the company has cooperated with Baidu and Geely;
Luchang Technology (002813) is mainly engaged in the development, production, sales and service of automotive informatization, intelligent and intelligent travel related products, the main products are intelligent cockpit, intelligent auxiliary driving and vehicle networking related products, the company is Baidu Apollo autonomous driving partner.
> help efficient grass planting, Taobao shopping signed the first batch of preferred service providers
Ruo Yuchen (003010), as one of the industry's well-known e-commerce integrated operation service providers, the company has become a "shopping core service provider", "Xiaohongshu core service provider" and "B station core service provider" in 2020, and has provided precision marketing services for beauty, food, personal care, maternal and infant, health care products and other categories of brands;
At present, Insai Group (300781) has become one of the important channels for marketing communication and promotion through internet celebrities to plant grass and bring goods, and it is also one of the channels used in the marketing programs formulated by the company for customers.
> SASAC has promoted restructuring and integration in the steel sector, and demand expectations are continuing to improve
Shaogang Songshan (000717), Fangda Special Steel (600507), Sangang Minguang (002110) are mainly engaged in long products such as rebar, and the performance elasticity is large.
> the construction of affordable rental housing has been supported by policies and the prosperity of the industry has been improved
Huayang International (002949) participated in the formulation of Shenzhen Housing Security Policy, and formed a complete technical system in the field of prefabricated buildings and BIM technology;
Hangxiao Steel Structure (600477) said in an institutional survey that the proportion of steel structures in new affordable housing is expected to reach 35%-45%, which will bring significant benefits to the industry.
> domestic large aircraft C919 is expected to be delivered this year and the development process of the industrial chain will accelerate
AVIC Xifei (000768) accounts for more than 50% of the two main models of ARJ21/C919;
300034 has an annual output of more than 1,000 tons of aerospace superalloy base alloys and precision castings for aerospace engines.
【Company Announcement】
Di Rui Medical (300396) intends to repurchase 50 million to 100 million yuan, and the repurchase price will not exceed 27 yuan per share.
Baolixin (300116) recently signed an agreement with the customer, stipulating that the company will normally supply the customer with a total of 130,000 sets of lithium battery products of various models from January to June 2022, with a total amount of about 100 million yuan.
Jianye Co., Ltd. (603948) is expected to achieve a net profit of 270 million to 310 million yuan, an increase of 114.83% to 146.66% year-on-year, due to the large year-on-year increase in the price of low-carbon fatty amines and other products.
Yongqing Environmental Protection (300187) is expected to achieve a net profit of 66 million to 76 million yuan, an increase of 102.75% to 133.47% year-on-year, due to the addition of solid waste in the construction period in previous years and the performance of hazardous waste projects acquired.
Jujie Microfiber (300819) 2021 net profit pre-increase of 365%-502% year-on-year;
Haichen Pharmaceutical (300584) 2021 net profit pre-increase of 422%-441% year-on-year;
Jiayuan Technology (688388) 2021 annual net profit pre-increase of 184.25%-223.56%;
Juxin Technology-U(688049) 2021 net profit pre-increase of 232%-253%;
Huachen Equipment (300809) 2021 net profit pre-increased by 108368-162.35% year-on-year;
Salt Lake Co., Ltd. (000792) 2021 net profit pre-increased by 90%-110% year-on-year.
GCL Energy (002015) and Shenzhen Technology have reached a cooperation on the research and development of heavy truck replacement technology.
Wanli shares (600847 intends to purchase 48.95% of the equity of Terry Battery, and the stock will resume trading tomorrow.
Oriental Yuhong (002271) plans to invest 2 billion yuan in Wuhan to build a green building materials production base and other projects.
Tianhai Defense (300008) subsidiaries have signed a total of 280 million yuan of daily operating contracts, accounting for 53.79% of the revenue in 2020.
Haiyou New Material (688680) intends to sign an investment agreement with Taizhou Haineng for the expansion of photovoltaic packaging materials.
Tenglong Co., Ltd. (603158) plans to set up a subsidiary to produce new energy vehicle thermal management piping system products.
Shanghai Phoenix (600679) has launched a number of products in lithium battery products.
The subsidiary of Golden Dragon Automobile (600686) received a total of 626 million yuan in national subsidies for the promotion of new energy vehicles, which had a positive impact on the company's cash flow.
China Telecom (601728) will work with controlling shareholders to determine specific share price stabilization measures.
Oriental Yuhong (002271) plans to invest 2 billion yuan in Wuhan to build a green building materials production base and other projects.
GCL Energy (002015) signed a number of cooperation framework agreements to acquire 51% of the equity of Yunnan Hongxing Mining.
Baolixin (300116) signed a supply agreement for lithium battery parts of about 100 million yuan.
The subsidiary of Golden Dragon Automobile (600686) received a total of 626 million yuan in subsidies for the promotion of new energy vehicles from the state.
Jiuan Medical (002432) 2021 net profit pre-increased by 271% -395% year-on-year.
Jujie Microfiber (300819) 2021 net profit pre-increased by 365%-502% year-on-year.
Luxi Chemical (000830) 2021 net profit pre-increased by 452% -464% year-on-year.
Jiamei Packaging (002969) 2021 net profit pre-increased by 356% -404% year-on-year.
Yirui Bio (300942) 2021 net profit pre-increased by 236%-297% year-on-year.
North Latitude Technology (002148) 2021 net profit pre-increased by 209%-299% year-on-year.
Juxin Technology (688049) 2021 net profit pre-increase of 232%-253%.
The net profit of polyfluoride (002407) in 2021 increased by 2429.7% -2635.37% year-on-year.
【Exclusive Reference】
> Jieqiang Equipment: The subsidiary has developed nucleic acid detection equipment such as bioaerosol samplers
Jieqiang Equipment (300875)-0.38% subsidiary Beijing Sanan Xinte Biotechnology Co., Ltd. (51% equity) focuses on the application of special biological detection technology in the field of environmental public safety monitoring, develops related biosecurity products, and provides customers with overall solutions for special biosecurity monitoring and detection. Focus on immunoassay and nucleic acid detection technology, mature technology and have the ability to independently develop and manufacture products in the whole process. At present, its main products in the field of immune testing, nucleic acid detection and supporting equipment are: on-site rapid test paper card (colloidal gold, time-resolved fluorescence) and testing equipment for a variety of bacteria, fungi, viruses, toxins and poisonous anesthesia products, wet wall cyclonic aerosol sampling equipment, and anti-chemical and anti-life supporting training equipment for the army. It is mainly used in the military system, police anti-terrorism, public security internal guard, emergency support detachments at all levels, centers for disease control and prevention at all levels (CDC), food safety departments and scientific research units.
The core technology of the product is mature and reliable, and has been verified in the security guarantee of major events such as APEC Summit, Hangzhou G20 Summit, and "Belt and Road" International Cooperation Summit Forum. The company has orders related to the development of bioaerosol rapid detector and supporting parts technology. In the future, the company will continue to develop bioaerosol monitor series product development, nucleic acid detection series product development, chemical agent detection series products.
> Jincheng Pharmaceutical: The company's intermediate products are used in the production of drugs related to the treatment of new crown pneumonia
Jincheng Pharmaceutical (300233) interactive platform said that the intermediate products supplied by the company to customers can be used for the production of drugs related to the treatment of new crown pneumonia, and have the production technology and capabilities related to the new crown intermediate fragment SM1. According to the data, the company's cephalosporin industry chain has been extended and has gradually become the world's largest cephalosporin pharmaceutical intermediate industry base and supplier, with obvious technical and cost advantages. The company's main anti-infective varieties include cephalosporin side chain intermediates and powder needle preparations for injection. Among them: cefoliate side chain intermediates mainly include AE active esters, ceftazidime active esters, furan ammonium salts, cefixime active esters, cefdinib active esters and triazine rings and other major products.