Focus on the daily heavy news of the A-share market, and point out the investment direction for 200 million retail investors! Before reading the main text, you must know one point: few main funds will be stupid enough to pull the stock price straight up to the limit as soon as the good comes out, so please be patient with the shareholder friends, let the good fly for a while, maybe you will find different investment opportunities!
【Industry/Sector/Theme Concept】
Fierce material one: titanium dioxide enterprises pile up to increase prices, the industry boom to promote performance growth!
In the past two days, titanium dioxide companies have risen in price. Industry insiders said that this round of price increases is mainly because of the tight supply of titanium dioxide, and the entire market is in the actual state of multi-order and low inventory. At the same time, external demand is strong, and the foreign trade orders of the head factory are strong. In addition, the rise in the price of raw and auxiliary materials such as sulfuric acid and titanium concentrate has squeezed the profit margin of titanium dioxide. In fact, domestic titanium dioxide companies have carried out several rounds of price increases last year, and the performance of some listed companies has directly benefited.
Nature of the message: Midline
Outbreak strength: ★★★
Related companies: CNNC Titanium Dioxide (002145), Huiyun Titanium (300891), Longbai Group (002601), Gimpo Titanium (000545), etc.
Mengshi ii: The bidding for wind turbine equipment in the first quarter exceeded expectations, and the industry boom continued to improve!
According to reports, at the beginning of 2022, the National Energy Group, Huaneng, Datang, China Resources and other power generation groups continued to exert efforts, and equipment bidding was hotly opened. As of March 10, the number of domestic offshore and onshore wind turbine equipment tenders was about 14.5GW. It contains three offshore wind projects. By the end of March, the first quarter wind turbine tender had gone straight to 15GW, and most of these projects required delivery in the same year, enough to support 1/3 of the new capacity in 2022. The agency believes that since 2022, the land wind/sea wind bidding has continued to exceed expectations, reflecting the continuous improvement of the industry boom. It is expected that in 2022, under the circumstance of accelerated upgrading of wind power megawalls, accelerated construction of large base projects and overall price reductions of wind turbines, onshore wind power is expected to usher in a rapid recovery, and the yield is expected to be significantly repaired.
Related companies: Jinlei shares (300443), Haili Wind Power (301155), etc.
Strong material three: the European Photovoltaic Association calls for a substantial increase in photovoltaic installed capacity, and the demand for the industrial chain is expected to accelerate the release!
According to media reports, on March 8, the European Commission proposed a plan aimed at solving the dual energy security and price challenges currently facing Europe, and the solar capacity in Europe is expected to reach 1TW by 2030. At the end of 2021, the cumulative installed capacity of photovoltaics in the EU will be 165GW. According to the "European Photovoltaic Market Outlook 2021-2025" released by the European Photovoltaic Association, the most likely scenario will reach 672GW of EU photovoltaic installed capacity in 2030, which translates into an average annual installed capacity of 56.3GW in the EU in the next 9 years. If the cumulative PV installed capacity in the EU can reach 1TW in 2030, the average annual installed capacity will reach 92.8GW in the next 9 years, an increase of 64.8% over the previous expectations.
Nature of the message: Long-term
Outbreak strength: ★★★★
Related companies: Sunshine Power (300274), Goodway (688390), etc.
Mengshi 4: Redefining the smart home, Huawei's whole house intelligent strategy will usher in a major upgrade!
Huawei announced that the 2022 Huawei Whole House Smart and All-Scenario New Products Spring Conference will be held at 19:00 on March 16. This will be Huawei's first heavyweight conference after 2022, and it is expected to upgrade the strategy and solutions of whole house intelligence again. With the rapid popularization of 5G networks, smart home applications based on the Internet of Things and cloud computing have a broad development scenario. According to the IDC report, the global smart home market value is expected to exceed $400 billion by 2025. In the next three years, the mainland smart home market will maintain a compound annual growth rate of more than 20%, and the market size will be close to 600 billion yuan.
Related companies: Rockchip (603893), Jingchen (688099), Espressif Technologies (688018), etc.
Meng material five: Wuxi held a business symposium, home antigen testing products or accelerate the listing!
Recently, the Wuxi Market Supervision Bureau held a symposium on the development of household independent nucleic acid/antigen detection products, making every effort to solve the difficulties and problems encountered by enterprises in product registration and declaration, and boosting the rapid listing of household independent nucleic acid/antigen testing products in Wuxi. Nearly 450 million people have been infected and more than 6 million have died in the two years since the outbreak began, and the outbreak is not over. The agency believes that under the strong contagiousness of Omi kerong, antigen testing has been carried out overseas and Hong Kong, China, and the market demand for antigen testing will continue to increase.
Nature of the message: Short-term
Related companies: Kangtai Medicine (300869), Qianhong Pharmaceutical (002550), etc.
【Company Announcement/Company Trend】
Tianhai Defense (300008) Company currently has full orders. Subsidiary Otsu Heavy Industries signed the "1600 tons wind power installation platform construction contract" with Wuhan Shipbuilding Machinery, with a contract price of 461 million yuan, accounting for 88.05% of the company's operating income in 2020.
Zangge Mining (000408) will add 1-2 million tons of lithium carbonate reserve level salt lake lithium projects in the next three years.
The net profit of Tianhe Environment (300332) in January and February increased by about 1766.74% year-on-year.
Yiwei Power, a subsidiary of Ewell Lithium Energy (300014), plans to invest in the construction of a 20GWh square lithium iron phosphate battery production line and auxiliary facilities project and a 48GWh power energy storage battery production line and auxiliary facilities project in Jingmen High-tech Zone, with a total fixed asset investment of about 12.6 billion yuan.
【Institutional Seats/Northbound Funds/Floating Funds】
Institutional funds single-day purchase (10 million +): Rongsheng Petrochemical 002493, petrochemical, 1 institution bought 2 institutions sold, institutional net purchase of 40.51 million accounted for 2.62%, is yesterday's institutional net purchase of the largest proportion of stocks.
Institutional funds continue to buy within 10 days (10 million +): none.
Institutional capital sector adjustment: Yesterday, institutions bought 3 stocks with a net purchase of more than 10 million, and net sold 4 stocks of more than 10 million. When the market rebounded, the buying and selling orders were greatly reduced at the same time, indicating that the institutional participation in the rebound process was not high, and the trading was relatively light. From the plate capital flow upwards, because buying and selling are very small, so there is no concentrated inflow and outflow. In the recent main line sector, 1 company of big data has been increased by institutional seats, 1 company of lithium batteries has been reduced, and other sector institutions have not been listed. In terms of non-mainline hotspots, wind power, petrochemicals and engineering construction have a small amount of institutional funds inflows; biomedicine, coal equipment and pharmaceutical businesses are sold in small quantities, and the overall focus is not large.
Northbound funds bought in a single day (50 million+): The net inflow of northbound funds in a single day was -3.374 billion, and the net inflow in the past month was -26.916 billion yuan.
The big guys of the floating capital focus on sniping: Sangtian Road: selling 28 million Zhejiang Construction Investment, buying 18 million Jiangsu Sunshine; Liyang Road: buying 80 million selling 39 million Yaben Chemical, selling 16 million Anzhong shares, selling 53 million Chengda Pharmaceutical; Zhang Meng: buying 120 million polyfluoride; Fang Xinxia: buying 15 million Songdu shares.
【News Change/Capital Change】
In the past week, Jingyang "A-share fierce material" abnormal stock collection:
This Thursday's "A-share fierce material": Founder Motor (002196), TBEA (600089), Kodari (002850), CNC (603185), China Pharmaceutical (600056), good stimulus, strong rise! Huayou Cobalt 603799, the main force pushed up, a strong rise! Leon technology, free money sniper, strong up and down!
On Wednesday, "A-share fierce material": Jiangsu Sunshine (600220), New Leineng (300593), Tongrentang (600085), Fengyuan shares (002805), good stimulus, strong rise! Menova 603538, the main force pushed up, strong up and down!
On Tuesday, "A-share fierce material": Xinan shares (600596), Junshi Biological (688180), Azure Lithium Core (002245), Shuangliang Energy Saving (600481), good stimulation, strong rise! Haichen Pharmaceutical, free money sniper, strong rise!
On Monday, "A-share fierce material": Red Arrow (000519), Kai Laiying (002821), good stimulus, strong rise! Common pharmaceuticals, free money sniper, strong rise!
On Friday, "A-share fierce material": Nandu Power (300068), positive stimulus, strong rise! Songdu shares, Guangdong Evergreen, free money sniper, strong rise!
……
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