1. Investment information
1. The largest domestic convenience store chain brand has entered the prefabricated vegetable track and hopes to detonate the prefabricated vegetable market again
According to reports, the prefabricated vegetable track continues to be hot, and recently welcomed the heavy layout of the industry's top giants. A few days ago, Sinopec EasyJet released an investment plan codenamed "Fengdian Lushu", including catering prefabricated vegetable processing enterprises, etc. Selected catering enterprises will enter sinopec easyJet channels to open up the gas station catering service market. According to the data, EasyJet is a wholly-owned company of Sinopec Sales Company, with nearly 27,800 convenience stores, which is the convenience store chain brand with the largest number of stores in China. EasyJet continues to explore in the field of catering business, and in 2021, the transaction volume of easyJet catering business will exceed 1 billion yuan, and the number of gas station catering project stores nationwide will reach more than 1,300. With a huge network of convenience stores and catering channels, the addition of Sinopec EasyJet is expected to once again detonate the prefabricated market.
Prepared dishes can better cater to the consumption mode of young people under the fast-paced urban life, superimposed on the catalysis of the epidemic and the launch of local New Year initiatives by many local governments, and prepared dishes have developed rapidly in the domestic market. However, compared with the high proportion of international mature markets such as the United States and Japan, mainland prefabricated dishes are still in the early stage of development. With the influx of players, the pre-made market will usher in a further outbreak. According to the "2021-2022 China Prepared Vegetable Industry Development Report" of NCBD, a catering big data research and evaluation agency, the scale of China's prepared vegetable market will exceed 300 billion yuan in 2021, and it is expected to exceed 830 billion yuan by 2025, of which the scale of the C-end market will account for nearly 30%.
Xiangjia co., Ltd. (002982) cooked food and prepared dishes is another key business of the company in addition to the development of the chilled business, the company has built a cooked food processing workshop in the headquarters food industrial park, Changsha's cooked food processing workshop is under construction, is expected to be put into use in the next year. At present, the company has developed some products, mainly Hunan cuisine and Cantonese cuisine, including hotel pre-made dishes and home-made dishes, which have been sold in Hema Fresh and other channels.
Lihua Co., Ltd. (300761) Company actively lays out food processing business, and chicken prepared dishes and conditioning products are already in the preliminary research and development stage.
Qianwei Central Kitchen (001215) Company has pre-made vegetable related products, and has customized a series of pre-made vegetable products to some large customers.
2. The aerosol new coronavirus detection system is on the job of the Winter Olympics and can detect the new coronavirus in the air
According to media reports, researchers from Tsinghua University, Peking University, the Institute of Pathogenic Biology of the Chinese Academy of Medical Sciences, and Changping Laboratory have jointly developed a public space bioaerosol new coronavirus monitoring system, which has been successfully applied in the Beijing Winter Olympic Test Match. The system is capable of collecting and detecting bioaerosols present in the air with up to 10 times the sensitivity of conventional methods. During the Beijing Winter Olympics, it is expected to arrange aerosol collectors in many venues of the Winter Olympics to provide aerosol new coronavirus detection guarantee for the Winter Olympics.
Aerosols are less than 100 microns in diameter and can be inhaled directly into the lungs and are one of the important ways of transmission of the new crown pneumonia virus. In the new crown pneumonia epidemic in Guangzhou last year, aerosol transmission occurred, but at that time, an effective means of testing for the new crown virus for aerosols had not yet appeared. It is reported that the monitoring system enabled by the Winter Olympics consists of two parts: a portable biological aerosol collector and a new coronavirus nucleic acid detector, which can carry out virus monitoring and early warning and rapid detection of the air, and the detection sensitivity is high. After layers of selection, the bioaerosol new coronavirus nucleic acid detection system was identified as one of the "Science and Technology Winter Olympics" projects. Liu Peng, a researcher at Tsinghua University School of Medicine, said that by monitoring the aerosol new coronavirus in high-risk areas, the fire point of the epidemic can be found in time, the blind spot of epidemic prevention and control can be made up, and the outbreak of the epidemic can be avoided.
Xianju Pharmaceutical (002332) and Tsinghua University jointly invested in the establishment of a portable nucleic acid detection system provided by Hangzhou Zijing Biotechnology Co., Ltd. to detect the new crown virus in the air and will serve the Beijing Winter Olympics.
Blue Shield Optoelectronics (300862) LGJ-01 micro-pulse aerosol lidar is an atmospheric environment monitoring instrument, which can be widely used in environmental protection departments to monitor aerosol pollution, providing accurate measurement data support for air pollution early warning and forecasting.
3. The SASAC has promoted the restructuring and integration of the steel field, and the demand expectation is continuing to improve
At the press conference on the economic operation of central enterprises in 2021 held on the 19th, the State-owned Assets Supervision and Administration Commission said that this year will solidly promote the restructuring and professional integration of central enterprises. Focus on the implementation of national strategies such as supply-side structural reform, innovation-driven development, and construction of a manufacturing power, in accordance with the principle of "mature one household, promote one household", steadily promote the restructuring and integration of steel and other fields, and study and establish new central enterprise groups in related fields in a timely manner.
Yang Chengxiao of Tianfeng Securities believes that under the policy support, housing-related financing has gradually thawed, and it is only a matter of time before the demand for steel improves. With the further decline in steel inventories, the restriction of steel production, and the improvement of steel companies' upstream discourse power, steel companies' profits may once again usher in a highlight moment. Tang Xiao of China Merchants Construction believes that the steady growth of construction steel has entered the verification stage, and the boom in the construction season after the Spring Festival is likely to exceed market expectations.
In terms of the company, Shaogang Songshan (000717), Fangda Special Steel (600507), Sangang Minguang (002110) are mainly engaged in rebar and other long products, and the performance elasticity is large.
4. The construction of affordable rental housing has been supported by policies and the prosperity of the industry has been improved
The Department of Housing Security of the Ministry of Housing and Urban-Rural Development recently said in its interpretation of the "14th Five-Year Plan" Public Service Plan that during the "14th Five-Year Plan" period, 40 key cities initially plan to add 6.5 million sets (rooms) of affordable rental housing, and at the same time accelerate the formation of a policy mechanism to promote the transformation of old urban communities.
Galaxy Securities believes that during the "14th Five-Year Plan" period, the new affordable rental housing in Shanghai, Guangzhou and Shenzhen accounted for about 45% of the total supply of new housing, and the construction of affordable housing will usher in greater opportunities. Essence Securities believes that in the context of carbon peaking and carbon neutrality, the prefabricated construction field with concrete structures and steel structures as the main forms will continue to benefit the further improvement of the industry's prosperity.
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.
5. The domestic large aircraft C919 is expected to be delivered this year and the development process of the industrial chain will be accelerated
During the Two Sessions in Shanghai in 2022, Wu Yongliang, a member of the Shanghai Municipal Committee of the Chinese People's Political Consultative Conference and deputy general manager of COMAC, said that the domestic C919 project is still in the stage of airworthiness certification and is expected to be delivered in 2022.
The C919 is a large jet civil aircraft developed by the mainland in accordance with international civil aviation regulations and with independent intellectual property rights, with a range of 4075 to 5555 kilometers. Wang Tianyi of Orient Securities said that domestic aircraft adopt the mainstream "main manufacturer-supplier" model of aircraft manufacturing industry in the world today, which can fully allocate resources and provide an evolution route for comprehensive localization. Overall, the body, materials and standard parts have the highest degree of localization, of which the airframe structure has the ability to be fully localized.
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.
6. The Ministry of Industry and Information Technology stated that the relevant support policies for new energy vehicles should be clarified as soon as possible
According to reports, Xiao Yaqing, secretary of the party group and minister of the Ministry of Industry and Information Technology, recently presided over the 2022 annual work conference of the inter-ministerial joint meeting on energy conservation and new energy automobile industry development. The meeting pointed out that effective measures should be taken to promote the development of the new energy automobile industry and achieve positive results. It is necessary to implement the carbon peak carbon neutrality goal, compile a roadmap for the green development of the automobile industry, study and clarify support policies such as the continuation of new energy vehicle purchase tax preferences as soon as possible, improve the point management requirements, and stabilize market expectations. It is necessary to make overall plans to make up for the short board and forge the long board, accelerate the breakthrough of key technological innovation and industrialization such as power batteries, operating systems, and automotive chips, and further enhance the stability and competitiveness of the industrial chain.
In 2021, the terminal sales of new energy passenger vehicles in China reached 2910507 units, an increase of 159.9% year-on-year. In order to promote the high-quality development of the new energy automobile industry, accelerate the construction of an automobile power. In October 2020, the National Standing Committee passed the "New Energy Vehicle Industry Development Plan". On November 2, 2020, the State Council issued the "New Energy Vehicle Industry Development Plan (2021-2035)". Driven by two supermarkets in China and Europe, the global new energy automobile industry has maintained rapid growth. According to IEA's optimistic forecast, by 2025, global new energy vehicle sales will reach 20 million units, with a penetration rate of about 17%, with a compound growth rate of 45% from 2020 to 2025.
A-share related concept stocks are recommended to pay attention to BYD (002594), Ningde Times (300750) and so on.
7, the layout of the meta-universe Microsoft spent a huge amount of money to acquire the world's leading game
Microsoft reportedly announced on Jan. 18 that it plans to acquire Activision Blizzard, a publisher of game development and interactive entertainment content, for a total of about $68.7 billion. According to public information, Activision Blizzard is the world's largest game developer and publisher, with games such as Call of Duty, Candy Legends, Warcraft, Diablo, Overwatch and Hearthstone. After the transaction is completed, Microsoft will become the world's third-largest game company after Tencent and Sony.
Domestic and foreign technology giants have laid out meta-universes through game business. Previously, Tencent acquired the game mobile phone manufacturer Black Shark, and ByteDance launched the meta-universe game "Restart the World". At present, the game industry has entered the stock market, the concentration has continued to increase, and companies with core IP products and strong research and development capabilities are expected to continue to benefit in the future. A-share related concept stocks mainly include Legg Mason Culture (002699), Chinese Media (600373) and so on.
8. Shanghai issued a notice to promote the high-quality development of the integrated circuit and software industry
Shanghai issued a circular on several policies to promote the high-quality development of Shanghai's integrated circuit industry and software industry in the new period. For major integrated circuit and software projects that meet the following conditions, the municipal strategic emerging industry special fund further increases support: (1) For major integrated circuit equipment and material major projects that have made major breakthroughs in independent research and development of parts and raw materials and achieved actual sales, the support ratio is 30% of the new investment in the project, and the amount of support is not higher than 100 million yuan in principle; (2) For major projects such as EDA, basic software, industrial software, and information security software, the new investment in the project can be relaxed to no less than 50 million yuan The support ratio is 30% of the new investment in the project, and the amount of support is not higher than 100 million yuan in principle; (3) For qualified design enterprises to carry out tape-out services that are conducive to promoting the application of the city's integrated circuit line width less than 28 nanometers (inclusive) process production lines, the relevant tape-out fees are included in the new investment of the project, and 30% support is given to the tape-out fee.
A-share related concept stocks mainly include Baoxin Software (600845), Shanghai Belling (600171) and so on.
9, the performance exceeded expectations, undervalued low-allocation bank stocks to make up for the rise or continuation
Since the beginning of 2022, the banking industry index has risen considerably, and the excess return advantage may be extended. Recently, the bank's 2021 performance express report has been intensively disclosed, which has continued to exceed expectations. As of January 18, a total of 13 listed banks have released 2021 performance express reports, the performance is expected, except for Everbright Bank, the growth rate of net profit attributable to the mother of the remaining banks has reached more than 20%; at the same time, the non-performing loan ratio has declined, and the provision coverage ratio has been improved.
Internationally, as market expectations for the Fed to raise interest rates by more than 25 basis points in March have become increasingly strong, U.S. Treasury yields have jumped, with the two-year Treasury yield, which tracks short-term interest rate expectations, breaking 1% for the first time since February 2020, and the 10-year Treasury yield jumping to a near two-year high of 1.878%. Experts expect that the Fed will not only raise interest rates once, US Treasury yields may still rise further, global risk assets or into turmoil, value stocks will be a better safe haven.
At present, the bank prosperity is at a high level, and it is likely to remain high in the next few months. Although the current performance growth rate of the banking sector is not bad, its current overall price-earnings ratio is only about 5 times, ranking at the bottom in the A-share industry. A number of institutions expect that the bottom of the banking sector is more clear, and the supplementary market is expected to continue.
In operation, we can pay attention to bank stock ETFs (512800), industrial banks (601166), bank of Jiangsu (600919), etc.
10. Oil prices are rising strongly, and attention is paid to investment opportunities in the petrochemical industry
Recently, oil prices have continued to rise, and in the 19th intraday, Brent crude oil futures stood at $89 / barrel, hitting a new high in 7 years. At present, the agency expects brent crude oil price center to reach $75/ barrel in 2022, up 15% from the 2021 oil price center of $65 / barrel.
Oil prices continue to strengthen, on the one hand, the signs that the Pathogenicity of the Aumi kerong variant strain may be weaker than in the past have alleviated concerns about the impact on crude oil demand; on the other hand, the geopolitical conflict in the Middle East has increased supply-side disturbances, pushing oil prices upward. A spokesman for Yemen's Houthi armed forces recently said that five ballistic missiles and several drones were used to attack airports in Abu Dhabi and Dubai, oil refineries and other important targets in the UAE, and may further attack other more important locations in the UAE.
The continuous rise in oil prices is mainly beneficial to three branches: first, the oil and gas industry, which directly benefits from the rise in the price of refined oil products; second, the profitability of refining and chemical enterprises, including petrochemical and coal chemicals, will increase accordingly; third, oil service enterprises, benefiting from the high oil prices and the growth of downstream capital expenditure.
In terms of targets, we can pay attention to Hengli Petrochemical (600346), Rongsheng Petrochemical (002493) and so on.
11. Shanghai issued a new policy on semiconductors and further expanded the scale of industrial funds
On the 19th, the website of the Shanghai Municipal People's Government released the "Notice of the Shanghai Municipal People's Government on Printing and Distributing Several Policies for Promoting the High-quality Development of the Integrated Circuit Industry and the Software Industry in Shanghai in the New Era". Effective from January 1, 2022, it is valid for 5 years. It mainly includes 25 core policy measures in 6 aspects.
Among them, in terms of enterprise cultivation support policies, for major integrated circuit and software major projects that meet the following conditions, the special fund for strategic emerging industries in Shanghai will further increase support: for major breakthroughs in independent research and development of parts, raw materials and other integrated circuit equipment materials and materials, the support ratio is 30% of the new investment in the project, and the amount of support is not higher than 100 million yuan in principle; for major projects of EDA, basic software, industrial software, and information security software, The new investment in the project can be relaxed to no less than 50 million yuan, and the support ratio is 30% of the new investment in the project, and the amount of support is not higher than 100 million yuan in principle; for qualified design enterprises to carry out tape-out services that are conducive to promoting the application of the city's integrated circuit line width less than 28 nanometers (including) process production lines, the relevant tape-out fees are included in the new investment of the project, and 30% of the support is given to the tape-out fee, and the support amount is not higher than 100 million yuan in principle.
In addition, in terms of investment and financing support policies, Shanghai state-owned investment platform enterprises and related park development platforms have jointly increased fund-raising support for the Shanghai Integrated Circuit Industry Investment Fund and the Integrated Circuit Equipment and Materials Fund.
At present, the mainland has formed four integrated circuit industry clusters, namely the Yangtze River Delta centered on Shanghai, the Bohai Rim centered on Beijing, the Greater Bay Area centered on Shenzhen, and the central and western regions represented by Wuhan, Chengdu and Xi'an. Among them, the scale of the integrated circuit industry in the Yangtze River Delta occupies most of the country. The landing of the new policy of integrated circuits in Shanghai is expected to drive the development of the integrated circuit industry in the Yangtze River Delta region.
We can pay attention to the "bellwethers" of the local segment, Shanghai Silicon Industry-U (688126), Weier Shares (603501), etc.
12. The certainty of performance growth is high, and the spring tillage market of chemical fertilizers can still be expected
Recently, a number of fertilizer companies announced 2021 beautiful performance forecasts. Zangge Mining expects annual net profit of 1.4 billion yuan to 1.450 billion yuan, an increase of 511.65% to 533.5% year-on-year, net profit after non-recurring gains and losses is expected to be 1.340 billion yuan - 1.390 billion yuan, an increase of 589.81% to 615.55% from 194 million yuan in the same period of the previous year; Yuntianhua's expected net profit of 3.5 billion to 3.7 billion yuan in 2021 increased by 1187% - 1260%; Sichuan Meifeng also expects net profit to increase by more than 406% year-on-year in 2021. Industry insiders believe that in 2021, driven by the flood of global liquidity, the sharp rise in international fertilizer prices, as well as the tight domestic energy supply, raw material prices and other factors, fertilizer prices rose sharply, and the performance growth of related listed companies is worth looking forward to.
For the market in the first and second quarters of this year, analysts are still relatively optimistic. At present, the peak period of autumn and winter seed fertilizer has passed, and the price of urea has fallen slightly, but it is still at a high level in the same period of the past 10 years, and the prices of diammonium phosphate, potassium chloride and ternary compound fertilizer have also risen significantly year-on-year. For 2022, due to the increase in food security issues in various countries around the world, the increase in agricultural planting area, the growth of fertilizer demand, and with the domestic supply-side reform, the international new production capacity is limited, and the fertilizer market prosperity is rising. In addition, the National Development and Reform Commission also said at a regular press conference in January that the supply of spring tillage fertilizers this year is guaranteed, but considering the difficulty of further sharp decline in production costs, it is expected that the price of spring tillage fertilizers may still be running at a high level.
You can pay attention to Hualu Hengsheng (600426), Hehua Shares (000953) and Stanley (002588).
13. Two factors have promoted the rebound of domestic demand for home appliances and are optimistic about the leading home appliances
In 2021, the per capita consumption expenditure of mainland residents increased by 12.6% over the previous year, and the demand for upgraded consumption continued to be released. Taking home appliances as an example, since 2021, the home appliance market has shifted from incremental to stock, and home appliance consumption has been upgraded from functional to quality. While the product structure and product functions tend to be high-end, health and intelligence have also become high-frequency words in the home appliance market. The data shows that since 2021, the sales of smart household appliances such as cleaning appliances, sweeping robots and integrated stoves have increased by 33.04%, 29.03% and 33.85% year-on-year, respectively, far higher than the industry average.
In addition, at the end of the year and the beginning of the year, the warm wind of the policy is frequently blown. The National Industrial and Information Technology Work Conference stressed that in 2022, efforts should be made to boost the industrial economy and expand the consumption of green smart home appliances and green building materials. The Ministry of Industry and Information Technology issued the "Guiding Opinions on Accelerating the Construction of the Modern Light Industry System (Draft for Comments)" to promote the core technology breakthrough, product innovation and upgrading, digital transformation and promotion of green home appliance consumption in the home appliance industry; the National Development and Reform Commission and the Ministry of Industry and Information Technology issued the "Notice on the Implementation Plan for Promoting the High-quality Development of Industry by Pervading the Operation of the Industrial Economy" proposing to release the consumption potential in key areas, improve the home appliance recycling system, and implement the responsibility system for home appliance producers' recycling targets. Encourage qualified localities to launch a new round of "old for new" actions in the field of home appliances and other fields, and encourage the development of smart home appliances to the countryside.
In addition, with the adjustment of the real estate cycle, the real estate industry has entered a virtuous circle and healthy development, and the renovation of new houses, second-hand houses and old houses will also bring more growth space for the purchase of home appliance sets and the replacement of stocks.
The policy side continues to release benefits, home appliances are upgraded to new demand, and the home appliance sector is worth promising in the later stage.
It is recommended to pay attention to Haier Zhijia (600690), Midea Group (000333) and Boss Electrical Appliances (002508).
14. The Jidu automotive robot brand was officially released or promoted the commercialization process of autonomous driving
Recently, Jidu Automobile officially released the brand LOGO. The new LOGO symbolizes the entrance to the future, with "pixels" as elementary particles, expressing the new connection between man and machine, and the future. It is understood that the full-size sludge model of Jidu's first concept mass production model has completed the wind tunnel test, will be unveiled at the 2022 Beijing Auto Show and show its smart cockpit and intelligent driving capabilities for the first time, and is expected to achieve large-scale mass production delivery in 2023.
Jidu is an automotive robot start-up company initiated by Baidu Group and invested by Geely Group. According to the official news released earlier, the target customer of the first model is young consumers, the price will be higher than 200,000, and it is expected to have L4 level automatic driving capabilities. It is understood that Baidu's automatic driving safety test mileage has reached 6 million kilometers, and the manned test has exceeded 100,000 person-times, which can already achieve the safe operation of some urban roads, closed highways, and park scenic spots, and in the future, with the cooperation between Baidu Geely and the two major groups to promote Jidu automobiles, it is expected to accelerate the automatic commercialization process.
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.
15. Help efficient grass planting, Taobao shopping and signing the first batch of preferred service providers
On the 18th, Taobao Signed the first batch of brand cooperation preferred service providers, namely Qumo Culture, iEVER Beauty Class, Jasmine Media, Zhiyuan Culture, Erma Public Relations and other MCN and content marketing agencies. They will provide one-stop "nanny-level" services for merchants, including brand analysis, full case planning, content operation, traffic delivery, etc., to help merchants achieve efficient brand promotion and commodity planting.
During the Double 11 period last year, a total of 250 million consumers used the "lawn planter" function to plant the double 11 good things, and shopping has officially become the entrance to the Taobao content grass planting center. At present, Taobao has 1/3 of the orders from content planting. The introduction of brand preferred service providers will also further improve the ecological effect of shopping, so that the content planting efficiency of merchants is higher.
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.
2. Company information
1. Jieqiang equipment: The subsidiary has developed nucleic acid detection equipment such as bioaerosol samplers
Beijing Sanan Xinte Biotechnology Co., Ltd. (51% equity), a subsidiary of Jieqiang Equipment (300875), focuses on the application of special biological detection technology in the field of environmental public safety monitoring, develops related biosecurity series products, and provides customers with overall solutions for special biosecurity monitoring and testing. 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.
2. 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.
3. Company Announcement
Wanli Shares (600847) intends to replace the 100% equity of Wanli Power (estimated at 680 million yuan) as a disposed asset, and exchange the 48.95% equity of Terry Battery held by the counterparty (estimated at 1.15 billion yuan), that is, the equivalent part of the placed assets. The difference between the assets placed and the assets disposed (estimated at $470 million) is purchased by the company by issuing shares to all counterparties. At the same time, the company plans to raise no more than 150 million yuan to increase the capital of Terry Battery for the project under construction of Terry Battery. After the capital increase, the company's shareholding ratio in Terry Battery is not less than 51%. The company's shares resumed trading on the 20th. Before the transaction, the company was mainly engaged in lead-acid battery products, and after the transaction, the main business became lithium iron phosphate products for lithium battery cathode materials.
Di Rui Medical (300396) intends to repurchase 50 million to 100 million yuan, and the repurchase price will not exceed 27 yuan per share.
GCL Energy (002015) signed a cooperation agreement with Shenzhen Technology to establish a strategic partnership on the research and development and equipment manufacturing of heavy-duty truck replacement technology and the research and development and production of new generation heavy-duty trucks. Deep Direction Technology is the first landing company of Baidu Apollo X plan.
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.
Since April 2021, Woking Natural Gas, a subsidiary of Tianhai Defense (300008), and its subsidiaries have signed a number of daily operating contracts with Zhongcheng Co-ordination Energy (Tianjin) Co., Ltd. and its subsidiaries, with a cumulative amount of 282 million yuan (including tax), accounting for 53.79% of the company's operating income in 2020.
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.
Oriental Yuhong (002271) plans to invest 2 billion yuan in Wuhan to build a green building materials production base and other projects.
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.
Jiuan Medical (002432) 2021 net profit pre-increased by 271% -395% 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.
The net profit of polyfluoride (002407) in 2021 increased by 2429.7% -2635.37% year-on-year.
Fifth, the experience sharing on the theme of hype
1, to be large enough space. The imagination space of the subject matter should be larger. It is that the industry or company has a lot of room for future development. Major themes in history, such as equity split reform, Shanghai Free Trade Zone, Belt and Road, Xiong'an New Area, Science and Technology Innovation Board and so on. Recent examples include: tax exemption, new energy, etc.
2, the theme should be new. It is human nature to like the new and dislike the old. The A-share market has a tradition of speculating in the new. New themes and new concepts are more likely to be sought after by funds. The theme of speculation is to chase hot spots, and it is difficult to make money by picking up other people's scraps.
3, the target is long, the trend is strong. After the new theme comes out, there must be more targets in this section, so as to accommodate more funds to participate in the speculation. The trend of individual stocks must be strong, it is best to have a lot of up and down plates, so as to attract more attention from the market, attract more funds to participate, and everyone collects firewood and flames.
4, the hype lasts long enough. The entry and exit of large funds is not as convenient as small funds, and if the hype time of the theme cannot last for a long time, it is difficult for large funds to participate. If there is no participation of large funds, the opportunity for this genre will not be so great. If a theme is only a small theme of a hammer transaction, it may be a rush on the plate to end, or a high opening in the morning, such a theme does not have much participation value.
5, see accurately, be fierce. When new themes come out, they must be accurate. On the one hand, the judgment of the subject matter should be accurate, and on the other hand, the time point of intervention should be accurate. Be ruthless and don't hesitate. When many big themes first come out, you hesitate a little, and you miss the best opportunity to get on the bus. For example, when the news of the science and technology innovation board came out on the morning of November 5, 2018, if you hesitate a little, you will miss the opportunity; you can go to see the trend of the north high-tech in the city.
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Note: The individual stocks in the text are marked in red to indicate that the stock price is rising on the day, and the green label indicates that the stock is falling on the day, and the color has no other meaning. The internal reference is updated on Sundays, Mondays, Tuesdays, Wednesdays, and Thursdays at around 22:00 p.m. (occasionally a little later). No updates on Friday and Saturday nights, no updates on holidays.
【Disclaimer】
All information in this information is derived from publicly available materials and this number does not guarantee the accuracy or completeness of such information. The content and opinions in the information are for informational purposes only and do not constitute investment advice for the trading of the securities described in question. The stock market is risky, please analyze rationally and invest rationally!